Iams Wealth Management’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	–	Sell	-40,000	Closed	-$744K	–	173
2025 Q1	$744K	Hold	40,000	–	–	0.34%	83
2024 Q4	$784K	Hold	40,000	–	–	0.36%	79
2024 Q3	$642K	Hold	40,000	–	–	0.32%	87
2024 Q2	$649K	Buy	+40,000	New	+$649K	0.36%	78