CWM
Collaborative Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
17,550
-22
| -0.1% | -$682 | 0.24% | 85 |
|
|
2025
Q1 | $600K | Buy |
17,572
+430
| +3% | +$14.7K | 0.28% | 79 |
|
|
2024
Q4 | $538K | Sell |
17,142
-1,099
| -6% | -$34.5K | 0.24% | 88 |
|
|
2024
Q3 | $531K | Buy |
18,241
+400
| +2% | +$11.6K | 0.24% | 91 |
|
|
2024
Q2 | $517K | Buy |
17,841
+1,209
| +7% | +$35K | 0.25% | 89 |
|
|
2024
Q1 | $485K | Hold |
16,632
| – | – | 0.24% | 93 |
|
|
2023
Q4 | $438K | Hold |
16,632
| – | – | 0.24% | 89 |
|
|
2023
Q3 | $455K | Hold |
16,632
| – | – | 0.27% | 86 |
|
|
2023
Q2 | $438K | Sell |
16,632
-487
| -3% | -$12.8K | 0.26% | 89 |
|
|
2023
Q1 | $443K | Buy |
17,119
+478
| +3% | +$12.4K | 0.28% | 92 |
|
|
2022
Q4 | $401K | Buy |
16,641
+206
| +1% | +$4.97K | 0.26% | 100 |
|
|
2022
Q3 | $391K | Sell |
16,435
-64
| -0.4% | -$1.52K | 0.28% | 92 |
|
|
2022
Q2 | $402K | Buy |
+16,499
| New | +$402K | 0.26% | 107 |
|
|
2021
Q4 | $361K | Buy |
+16,418
| New | +$361K | 0.2% | 142 |
|
|
2021
Q1 | $426K | Buy |
+16,491
| New | +$426K | 0.25% | 122 |
|