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Circle Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Circle Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,500
Closed -$150K – 206
2020
Q1 		$150K Buy
+10,500
New +$150K 0.03% 184