Fiduciary Alliance’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 | $350K | Buy |
11,292
+198
| +2% | +$6.14K | 0.03% | 366 |
|
|
2025
Q1 | $379K | Buy |
+11,094
| New | +$379K | 0.04% | 287 |
|
|
2023
Q3 | – | Sell |
-237
| Closed | -$6.25K | – | 401 |
|
|
2023
Q2 | $6.25K | Buy |
+237
| New | +$6.25K | ﹤0.01% | 653 |
|
|
2023
Q1 | – | Sell |
-229
| Closed | -$5.52K | – | 364 |
|
|
2022
Q4 | $5.52K | Buy |
+229
| New | +$5.52K | ﹤0.01% | 506 |
|