CWS
Cypress Wealth Services’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,892
| Closed | -$201K | – | 319 |
|
|
2025
Q1 | $201K | Buy |
+5,892
| New | +$201K | 0.04% | 274 |
|
|
2023
Q3 | – | Sell |
-7,791
| Closed | -$208K | – | 245 |
|
|
2023
Q2 | $208K | Sell |
7,791
-6,661
| -46% | -$178K | 0.05% | 231 |
|
|
2023
Q1 | $374K | Buy |
+14,452
| New | +$374K | 0.11% | 157 |
|
|
2020
Q3 | – | Sell |
-124,241
| Closed | -$2.26M | – | 59 |
|
|
2020
Q2 | $2.26M | Buy |
124,241
+6,036
| +5% | +$110K | 0.54% | 51 |
|
|
2020
Q1 | $1.69M | Sell |
118,205
-2,162
| -2% | -$30.9K | 0.5% | 59 |
|
|
2019
Q4 | $3.39M | Sell |
120,367
-274
| -0.2% | -$7.72K | 0.86% | 35 |
|
|
2019
Q3 | $3.45M | Buy |
120,641
+308
| +0.3% | +$8.8K | 0.95% | 33 |
|
|
2019
Q2 | $3.47M | Buy |
120,333
+22
| +0% | +$635 | 1% | 29 |
|
|
2019
Q1 | $3.5M | Buy |
120,311
+22
| +0% | +$640 | 1.11% | 28 |
|
|
2018
Q4 | $2.96M | Sell |
120,289
-338
| -0.3% | -$8.31K | 1.17% | 26 |
|
|
2018
Q3 | $3.47M | Buy |
120,627
+20
| +0% | +$575 | 1.24% | 24 |
|
|
2018
Q2 | $3.34M | Buy |
120,607
+482
| +0.4% | +$13.3K | 1.27% | 25 |
|
|
2018
Q1 | $2.94M | Buy |
120,125
+135
| +0.1% | +$3.31K | 1.25% | 27 |
|
|
2017
Q4 | $3.18M | Buy |
+119,990
| New | +$3.18M | 1.32% | 23 |
|