Castle Wealth Management’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
Sell
-6,595
Closed -$225K 127
2025
Q1
$225K Buy
+6,595
New +$225K 0.09% 116
2022
Q4
Sell
-4,847
Closed -$115K 271
2022
Q3
$115K Buy
4,847
+2,193
+83% +$52K 0.07% 133
2022
Q2
$65K Buy
+2,654
New +$65K 0.04% 184