Beam Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
40,369
+435
| +1% | +$7.89K | 0.22% | 83 |
|
|
2025
Q1 | $742K | Buy |
39,934
+585
| +1% | +$10.9K | 0.25% | 76 |
|
|
2024
Q4 | $771K | Sell |
39,349
-4,871
| -11% | -$95.4K | 0.24% | 76 |
|
|
2024
Q3 | $710K | Buy |
44,220
+3,137
| +8% | +$50.3K | 0.22% | 79 |
|
|
2024
Q2 | $666K | Buy |
41,083
+30,864
| +302% | +$501K | 0.22% | 75 |
|
|
2024
Q1 | $161K | Buy |
+10,219
| New | +$161K | 0.1% | 111 |
|
|
2020
Q3 | – | Sell |
-13,206
| Closed | -$81K | – | 137 |
|
|
2020
Q2 | $81K | Buy |
+13,206
| New | +$81K | 0.08% | 130 |
|