Central Valley Advisors’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 | $1.73M | Buy |
55,786
+45,797
| +458% | +$1.42M | 0.59% | 52 |
|
|
2025
Q1 | $341K | Buy |
9,989
+978
| +11% | +$33.4K | 0.13% | 95 |
|
|
2024
Q4 | $283K | Hold |
9,011
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $262K | Hold |
9,011
| – | – | 0.15% | 110 |
|
|
2024
Q2 | $290K | Hold |
9,011
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $263K | Hold |
9,011
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $237K | Buy |
+9,011
| New | +$237K | 0.14% | 122 |
|