Cape Investment Advisory’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 | $16.3K | Hold |
527
| – | – | 0.01% | 550 |
|
|
2025
Q1 | $18K | Hold |
527
| – | – | 0.01% | 500 |
|
|
2024
Q4 | $16.5K | Sell |
527
-407
| -44% | -$12.8K | 0.01% | 504 |
|
|
2024
Q3 | $27.2K | Hold |
934
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $27.1K | Buy |
934
+33
| +4% | +$956 | 0.01% | 387 |
|
|
2024
Q1 | $26.3K | Sell |
901
-854
| -49% | -$24.9K | 0.01% | 403 |
|
|
2023
Q4 | $46.2K | Sell |
1,755
-226
| -11% | -$5.96K | 0.02% | 362 |
|
|
2023
Q3 | $54.2K | Buy |
1,981
+130
| +7% | +$3.56K | 0.03% | 285 |
|
|
2023
Q2 | $48.8K | Buy |
1,851
+124
| +7% | +$3.27K | 0.03% | 288 |
|
|
2023
Q1 | $44.7K | Buy |
+1,727
| New | +$44.7K | 0.03% | 281 |
|