Evoke 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 | $269K | Hold |
8,686
| – | – | 0.01% | 474 |
|
|
2025
Q1 | $297K | Buy |
8,686
+1,490
| +21% | +$50.9K | 0.01% | 356 |
|
|
2024
Q4 | $226K | Buy |
+7,196
| New | +$226K | 0.01% | 395 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$48K | – | 615 |
|
|
2022
Q3 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $49K | Hold |
2,000
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $44K | Hold |
2,000
| – | – | ﹤0.01% | 548 |
|
|
2021
Q3 | $43K | Hold |
2,000
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 533 |
|
|
2021
Q1 | $44K | Hold |
2,000
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $32K | Sell |
2,000
-3,000
| -60% | -$48K | ﹤0.01% | 414 |
|
|
2020
Q2 | $91K | Buy |
5,000
+1,555
| +45% | +$28.3K | 0.01% | 286 |
|
|
2020
Q1 | $49.3K | Sell |
3,445
-63,802
| -95% | -$912K | 0.01% | 344 |
|
|
2019
Q4 | $1.89M | Buy |
67,247
+21,719
| +48% | +$612K | 0.24% | 41 |
|
|
2019
Q3 | $1.3M | Buy |
+45,528
| New | +$1.3M | 0.16% | 70 |
|