CWS Financial 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
$273K Buy
8,818
+268
+3% +$8.31K 0.08% 114
2025
Q1
$292K Buy
+8,550
New +$292K 0.09% 103
2020
Q2
Sell
-8,706
Closed -$245K 124
2020
Q1
$245K Hold
8,706
0.18% 105
2019
Q4
$245K Buy
+8,706
New +$245K 0.18% 106