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Compass Ion Advisors’s Enterprise Products Partners EPD Stock Holding History

Compass Ion Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,566
Closed -$224K – 270
2025
Q1 		$224K Buy
6,566
+43
+0.7% +$1.47K 0.03% 240
2024
Q4 		$205K Buy
+6,523
New +$205K 0.02% 251