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Energy Transfer Equity shares owned by Rockwood Wealth Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Rockwood Wealth Management from 13F filings

Historical chart of Rockwood Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Rockwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 127k 15.73
2023-12-31 $1.8M 127k 13.80
2023-09-30 $1.5M 104k 14.03
2023-06-30 $1.3M 104k 12.70
2023-03-31 $1.3M 104k 12.47
2022-12-31 $1.2M 104k 11.87
2022-09-30 $1.1M 104k 11.03
2022-06-30 $1.0M 104k 9.98
2022-03-31 $1.2M 104k 11.19
2021-12-31 $855k 104k 8.23