Alliance Wealth Advisors (Pennsylvania)’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
7,364
+1
| +0% | +$31 | 0.12% | 133 |
|
|
2025
Q1 | $251K | Hold |
7,363
| – | – | 0.14% | 122 |
|
|
2024
Q4 | $231K | Buy |
7,363
+1
| +0% | +$31 | 0.13% | 129 |
|
|
2024
Q3 | $214K | Buy |
7,362
+1
| +0% | +$29 | 0.12% | 130 |
|
|
2024
Q2 | $213K | Sell |
7,361
-118
| -2% | -$3.42K | 0.13% | 127 |
|
|
2024
Q1 | $218K | Buy |
+7,479
| New | +$218K | 0.14% | 124 |
|
|
2023
Q4 | – | Sell |
-7,477
| Closed | -$205K | – | 130 |
|
|
2023
Q3 | $205K | Buy |
+7,477
| New | +$205K | 0.15% | 120 |
|