Energy Transfer Equity shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $971k | 50k | 19.59 |
| 2024-09-30 | $808k | 50k | 16.05 |
| 2024-06-30 | $705k | 44k | 16.22 |
| 2024-03-31 | $683k | 43k | 15.73 |
| 2023-12-31 | $690k | 50k | 13.80 |
| 2023-09-30 | $631k | 45k | 14.03 |
| 2023-06-30 | $404k | 32k | 12.70 |
| 2023-03-31 | $436k | 35k | 12.47 |
| 2022-12-31 | $251k | 21k | 11.87 |
| 2022-09-30 | $228k | 21k | 11.03 |
| 2022-06-30 | $204k | 21k | 9.97 |
| 2022-03-31 | $215k | 19k | 11.17 |
| 2021-12-31 | $128k | 16k | 8.21 |
| 2021-09-30 | $121k | 13k | 9.61 |
| 2021-06-30 | $127k | 12k | 10.61 |
| 2021-03-31 | $95k | 12k | 7.70 |
| 2020-12-31 | $70k | 11k | 6.17 |
| 2020-09-30 | $67k | 12k | 5.44 |
| 2020-06-30 | $87k | 12k | 7.10 |
| 2020-03-31 | $53k | 11k | 4.64 |
| 2019-12-31 | $179k | 14k | 12.84 |
| 2019-09-30 | $230k | 18k | 13.06 |
| 2019-06-30 | $205k | 15k | 14.10 |
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