Cascade Financial Partners’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 | $1.16M | Buy |
37,485
+950
| +3% | +$29.5K | 0.14% | 100 |
|
|
2025
Q1 | $1.25M | Sell |
36,535
-200
| -0.5% | -$6.83K | 0.16% | 98 |
|
|
2024
Q4 | $1.15M | Buy |
36,735
+926
| +3% | +$29K | 0.15% | 92 |
|
|
2024
Q3 | $1.04M | Hold |
35,809
| – | – | 0.13% | 98 |
|
|
2024
Q2 | $1.04M | Hold |
35,809
| – | – | 0.14% | 96 |
|
|
2024
Q1 | $1.04M | Buy |
+35,809
| New | +$1.04M | 0.15% | 98 |
|