Clear Rock 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
2024
Q2
$2.07M Buy
71,273
+5,830
+9% +$169K 0.88% 39
2024
Q1
$1.91M Hold
65,443
0.83% 40
2023
Q4
$1.72M Buy
+65,443
New +$1.72M 0.78% 40