Coastal Bridge 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 | $317K | Sell |
10,224
-981
| -9% | -$30.4K | 0.03% | 345 |
|
2025
Q1 | $383K | Buy |
+11,205
| New | +$383K | 0.09% | 179 |
|
2022
Q4 | – | Sell |
-16,219
| Closed | -$386K | – | 181 |
|
2022
Q3 | $386K | Buy |
+16,219
| New | +$386K | 0.1% | 98 |
|
2020
Q3 | – | Sell |
-14,273
| Closed | -$259K | – | 131 |
|
2020
Q2 | $259K | Sell |
14,273
-5,569
| -28% | -$101K | 0.08% | 105 |
|
2020
Q1 | $284K | Buy |
19,842
+12,653
| +176% | +$181K | 0.1% | 94 |
|
2019
Q4 | $202K | Sell |
7,189
-10,266
| -59% | -$288K | 0.05% | 117 |
|
2019
Q3 | $499K | Buy |
+17,455
| New | +$499K | 0.17% | 77 |
|