Delos Wealth 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
Q1 | – | Sell |
-27
| Closed | -$844 | – | 90 |
|
|
2024
Q4 | $844 | Buy |
27
+1
| +4% | +$31 | ﹤0.01% | 179 |
|
|
2024
Q3 | $770 | Hold |
26
| – | – | ﹤0.01% | 161 |
|
|
2024
Q2 | $753 | Hold |
26
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $745 | Buy |
26
+1
| +4% | +$29 | ﹤0.01% | 275 |
|
|
2023
Q4 | $660 | Hold |
25
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $655 | Buy |
25
+1
| +4% | +$26 | ﹤0.01% | 259 |
|
|
2023
Q2 | $636 | Hold |
24
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $614 | Buy |
24
+1
| +4% | +$26 | ﹤0.01% | 277 |
|
|
2022
Q4 | $561 | Hold |
23
| – | – | ﹤0.01% | 289 |
|
|
2022
Q3 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 232 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 207 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 226 |
|
|
2021
Q4 | $0 | Buy |
22
+1
| +5% | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 224 |
|
|
2021
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 160 |
|