AWM
Activest Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1168 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1172 |
|
|
2022
Q3 | – | Sell |
-1,802
| Closed | -$44K | – | 487 |
|
|
2022
Q2 | $44K | Hold |
1,802
| – | – | 0.03% | 101 |
|
|
2022
Q1 | $47K | Buy |
1,802
+408
| +29% | +$10.6K | 0.03% | 101 |
|
|
2021
Q4 | $31K | Buy |
1,394
+895
| +179% | +$19.9K | 0.02% | 135 |
|
|
2021
Q3 | $11K | Hold |
499
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $12K | Hold |
499
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $11K | Buy |
+499
| New | +$11K | 0.01% | 183 |
|