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Balboa Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Balboa Wealth Partners’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
7,043
-1,900
-21% -$58.9K 0.04% 309
2025
Q1 		$305K Sell
8,943
-1,748
-16% -$59.7K 0.07% 195
2024
Q4 		$335K Buy
10,691
+3,178
+42% +$99.7K 0.08% 193
2024
Q3 		$219K Buy
+7,513
New +$219K 0.05% 251