Fermata 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 | $333K | Buy |
10,727
+1,052
| +11% | +$32.6K | 0.09% | 169 |
|
|
2025
Q1 | $330K | Sell |
9,675
-712
| -7% | -$24.3K | 0.06% | 208 |
|
|
2024
Q4 | $326K | Buy |
10,387
+473
| +5% | +$14.8K | 0.06% | 193 |
|
|
2024
Q3 | $289K | Buy |
9,914
+1,330
| +15% | +$38.7K | 0.06% | 186 |
|
|
2024
Q2 | $249K | Buy |
+8,584
| New | +$249K | 0.06% | 187 |
|