Beam Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Beam Wealth Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$600K	Sell
2025 Q2	$732K	Buy
2025 Q1	$742K	Buy
2024 Q4	$771K	Sell
2024 Q3	$710K	Buy
2024 Q2	$666K	Buy
2024 Q1	$161K	Buy
2020 Q3	–	Sell
2020 Q2	$81K	Buy