Conservest Capital 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 | $251K | Hold |
8,102
| – | – | 0.02% | 111 |
|
|
2025
Q1 | $277K | Buy |
+8,102
| New | +$277K | 0.03% | 93 |
|
|
2020
Q1 | – | Sell |
-9,399
| Closed | -$265K | – | 71 |
|
|
2019
Q4 | $265K | Hold |
9,399
| – | – | 0.03% | 70 |
|
|
2019
Q3 | $269K | Sell |
9,399
-2,707
| -22% | -$77.5K | 0.04% | 71 |
|
|
2019
Q2 | $350K | Sell |
12,106
-669
| -5% | -$19.3K | 0.05% | 63 |
|
|
2019
Q1 | $372K | Buy |
12,775
+26
| +0.2% | +$757 | 0.06% | 61 |
|
|
2018
Q4 | $314K | Sell |
12,749
-3,753
| -23% | -$92.4K | 0.05% | 64 |
|
|
2018
Q3 | $474K | Buy |
16,502
+24
| +0.1% | +$689 | 0.07% | 57 |
|
|
2018
Q2 | $456K | Buy |
16,478
+148
| +0.9% | +$4.1K | 0.07% | 57 |
|
|
2018
Q1 | $400K | Buy |
16,330
+25
| +0.2% | +$612 | 0.09% | 54 |
|
|
2017
Q4 | $432K | Buy |
16,305
+471
| +3% | +$12.5K | 0.09% | 54 |
|
|
2017
Q3 | $413K | Sell |
15,834
-288
| -2% | -$7.51K | 0.07% | 64 |
|
|
2017
Q2 | $437K | Buy |
16,122
+84
| +0.5% | +$2.28K | 0.09% | 51 |
|
|
2017
Q1 | $443K | Buy |
+16,038
| New | +$443K | 0.09% | 52 |
|