CWS Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$239K Sell
2025
Q2
$273K Buy
2025
Q1
$292K Buy
2020
Q2
Sell
2020
Q1
$245K Hold
2019
Q4
$245K Buy