CWM
Compass 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 | – | Sell |
-3,965
| Closed | -$135K | – | 222 |
|
|
2025
Q1 | $135K | Sell |
3,965
-185
| -4% | -$6.32K | 0.03% | 172 |
|
|
2024
Q4 | $130K | Hold |
4,150
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $121K | Hold |
4,150
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $120K | Hold |
4,150
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $121K | Sell |
4,150
-100
| -2% | -$2.92K | 0.03% | 187 |
|
|
2023
Q4 | $112K | Buy |
4,250
+2,100
| +98% | +$55.3K | 0.03% | 182 |
|
|
2023
Q3 | $58.8K | Hold |
2,150
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $56.7K | Hold |
2,150
| – | – | 0.02% | 234 |
|
|
2023
Q1 | $55.7K | Hold |
2,150
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $51.9K | Buy |
+2,150
| New | +$51.9K | 0.02% | 226 |
|