Coldstream Capital 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
$209K Buy
6,741
+57
+0.9% +$1.77K ﹤0.01% 1056
2025
Q1
$228K Buy
+6,684
New +$228K ﹤0.01% 938
2024
Q2
Sell
-9,230
Closed -$269K 1001
2024
Q1
$269K Hold
9,230
0.01% 809
2023
Q4
$243K Sell
9,230
-203
-2% -$5.35K 0.01% 801
2023
Q3
$258K Sell
9,433
-10,793
-53% -$295K 0.01% 653
2023
Q2
$533K Buy
+20,226
New +$533K 0.02% 427