CreativeOne Wealth’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 | $1.14M | Sell |
36,809
-10,271
| -22% | -$319K | 0.03% | 492 |
|
|
2025
Q1 | $1.61M | Buy |
47,080
+7,281
| +18% | +$249K | 0.05% | 350 |
|
|
2024
Q4 | $1.25M | Buy |
39,799
+23,178
| +139% | +$727K | 0.04% | 404 |
|
|
2024
Q3 | $484K | Buy |
16,621
+181
| +1% | +$5.27K | 0.02% | 636 |
|
|
2024
Q2 | $476K | Buy |
16,440
+855
| +5% | +$24.8K | 0.02% | 488 |
|
|
2024
Q1 | $455K | Sell |
15,585
-578
| -4% | -$16.9K | 0.02% | 588 |
|
|
2023
Q4 | $426K | Sell |
16,163
-26,462
| -62% | -$697K | 0.03% | 407 |
|
|
2023
Q3 | $1.17M | Sell |
42,625
-2,585
| -6% | -$70.8K | 0.08% | 217 |
|
|
2023
Q2 | $1.19M | Buy |
45,210
+4,102
| +10% | +$108K | 0.06% | 296 |
|
|
2023
Q1 | $1.07M | Buy |
41,108
+2,798
| +7% | +$72.5K | 0.05% | 294 |
|
|
2022
Q4 | $924K | Buy |
38,310
+3,690
| +11% | +$89K | 0.05% | 299 |
|
|
2022
Q3 | $823K | Buy |
34,620
+1,351
| +4% | +$32.1K | 0.05% | 296 |
|
|
2022
Q2 | $811K | Buy |
33,269
+182
| +0.6% | +$4.44K | 0.04% | 300 |
|
|
2022
Q1 | $854K | Buy |
33,087
+1,106
| +3% | +$28.5K | 0.04% | 305 |
|
|
2021
Q4 | $702K | Sell |
31,981
-146
| -0.5% | -$3.21K | 0.03% | 359 |
|
|
2021
Q3 | $695K | Sell |
32,127
-512
| -2% | -$11.1K | 0.04% | 322 |
|
|
2021
Q2 | $788K | Buy |
32,639
+10,149
| +45% | +$245K | 0.05% | 296 |
|
|
2021
Q1 | $495K | Buy |
22,490
+9,035
| +67% | +$199K | 0.04% | 332 |
|
|
2020
Q4 | $264K | Buy |
+13,455
| New | +$264K | 0.02% | 405 |
|