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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Hold
2025
Q2
$218K Sell
2025
Q1
$305K Sell
2024
Q4
$335K Buy
2024
Q3
$219K Buy