FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $283K | Sell |
9,712
-5
| -0.1% | -$146 | 0.1% | 164 |
|
|
2023
Q4 | $256K | Buy |
9,717
+44
| +0.5% | +$1.16K | 0.1% | 173 |
|
|
2023
Q3 | $265K | Buy |
9,673
+1,200
| +14% | +$32.8K | 0.11% | 158 |
|
|
2023
Q2 | $223K | Hold |
8,473
| – | – | 0.1% | 179 |
|
|
2023
Q1 | $219K | Sell |
8,473
-575
| -6% | -$14.9K | 0.11% | 170 |
|
|
2022
Q4 | $218K | Buy |
+9,048
| New | +$218K | 0.12% | 165 |
|