Arbor Trust Wealth Advisors’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 | – | Sell |
-10,230
| Closed | -$349K | – | 87 |
|
|
2025
Q1 | $349K | Hold |
10,230
| – | – | 0.16% | 73 |
|
|
2024
Q4 | $321K | Sell |
10,230
-1,500
| -13% | -$47K | 0.15% | 77 |
|
|
2024
Q3 | $340K | Hold |
11,730
| – | – | 0.18% | 75 |
|
|
2024
Q2 | $340K | Hold |
11,730
| – | – | 0.18% | 75 |
|
|
2024
Q1 | $342K | Hold |
11,730
| – | – | 0.19% | 78 |
|
|
2023
Q4 | $309K | Hold |
11,730
| – | – | 0.18% | 77 |
|
|
2023
Q3 | $321K | Hold |
11,730
| – | – | 0.21% | 71 |
|
|
2023
Q2 | $309K | Sell |
11,730
-1,500
| -11% | -$39.5K | 0.2% | 74 |
|
|
2023
Q1 | $343K | Buy |
13,230
+3,000
| +29% | +$77.7K | 0.23% | 72 |
|
|
2022
Q4 | $247K | Hold |
10,230
| – | – | 0.17% | 88 |
|
|
2022
Q3 | $243K | Hold |
10,230
| – | – | 0.18% | 81 |
|
|
2022
Q2 | $249K | Sell |
10,230
-2,000
| -16% | -$48.7K | 0.17% | 86 |
|
|
2022
Q1 | $316K | Buy |
+12,230
| New | +$316K | 0.19% | 82 |
|