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Barry Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
7,016
-79
-1% -$2.45K 0.05% 97
2025
Q1
$242K Buy
7,095
+2
+0% +$68 0.06% 94
2024
Q4
$222K Buy
7,093
+1
+0% +$31 0.07% 98
2024
Q3
$206K Buy
7,092
+1
+0% +$29 0.06% 109
2024
Q2
$205K Buy
7,091
+2
+0% +$58 0.07% 111
2024
Q1
$207K Buy
+7,089
New +$207K 0.07% 109
2015
Q1
Sell
-5,690
Closed -$206K 79
2014
Q4
$206K Buy
+5,690
New +$206K 0.07% 73