CWC
Carolinas Wealth Consulting’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,720
| Closed | -$195K | – | 278 |
|
|
2025
Q1 | $195K | Hold |
5,720
| – | – | 0.04% | 179 |
|
|
2024
Q4 | $179K | Sell |
5,720
-1,024
| -15% | -$32.1K | 0.04% | 192 |
|
|
2024
Q3 | $196K | Hold |
6,744
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $195K | Buy |
6,744
+3,720
| +123% | +$108K | 0.04% | 182 |
|
|
2024
Q1 | $88.2K | Buy |
+3,024
| New | +$88.2K | 0.02% | 285 |
|
|
2023
Q3 | – | Sell |
-553
| Closed | -$14.6K | – | 1044 |
|
|
2023
Q2 | $14.6K | Buy |
553
+11
| +2% | +$290 | ﹤0.01% | 534 |
|
|
2023
Q1 | $14K | Buy |
542
+9
| +2% | +$233 | ﹤0.01% | 551 |
|
|
2022
Q4 | $12.8K | Buy |
533
+10
| +2% | +$241 | ﹤0.01% | 577 |
|
|
2022
Q3 | $12K | Buy |
523
+9
| +2% | +$207 | ﹤0.01% | 531 |
|
|
2022
Q2 | $13K | Buy |
514
+9
| +2% | +$228 | ﹤0.01% | 529 |
|
|
2022
Q1 | $13K | Buy |
505
+10
| +2% | +$257 | ﹤0.01% | 561 |
|
|
2021
Q4 | $11K | Buy |
495
+9
| +2% | +$200 | ﹤0.01% | 596 |
|
|
2021
Q3 | $11K | Sell |
486
-466
| -49% | -$10.5K | ﹤0.01% | 568 |
|
|
2021
Q2 | $23K | Sell |
952
-4,591
| -83% | -$111K | 0.01% | 481 |
|
|
2021
Q1 | $122K | Buy |
5,543
+113
| +2% | +$2.49K | 0.03% | 229 |
|
|
2020
Q4 | $106K | Sell |
5,430
-471
| -8% | -$9.19K | 0.03% | 226 |
|
|
2020
Q3 | $93K | Buy |
5,901
+1,496
| +34% | +$23.6K | 0.03% | 202 |
|
|
2020
Q2 | $80K | Buy |
+4,405
| New | +$80K | 0.03% | 166 |
|