Fortem Financial Group’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 | $785K | Sell |
25,311
-2,482
| -9% | -$77K | 0.25% | 87 |
|
|
2025
Q1 | $949K | Sell |
27,793
-1,319
| -5% | -$45K | 0.37% | 76 |
|
|
2024
Q4 | $913K | Buy |
29,112
+2,124
| +8% | +$66.6K | 0.35% | 80 |
|
|
2024
Q3 | $786K | Buy |
26,988
+5,419
| +25% | +$158K | 0.32% | 91 |
|
|
2024
Q2 | $625K | Buy |
21,569
+152
| +0.7% | +$4.41K | 0.27% | 99 |
|
|
2024
Q1 | $625K | Buy |
21,417
+2,494
| +13% | +$72.8K | 0.27% | 100 |
|
|
2023
Q4 | $499K | Sell |
18,923
-945
| -5% | -$24.9K | 0.25% | 105 |
|
|
2023
Q3 | $544K | Sell |
19,868
-2,720
| -12% | -$74.4K | 0.32% | 96 |
|
|
2023
Q2 | $595K | Sell |
22,588
-3,644
| -14% | -$96K | 0.35% | 89 |
|
|
2023
Q1 | $679K | Sell |
26,232
-1,500
| -5% | -$38.9K | 0.44% | 80 |
|
|
2022
Q4 | $669K | Sell |
27,732
-54
| -0.2% | -$1.3K | 0.39% | 80 |
|
|
2022
Q3 | $661K | Buy |
27,786
+685
| +3% | +$16.3K | 0.46% | 72 |
|
|
2022
Q2 | $660K | Buy |
+27,101
| New | +$660K | 0.43% | 79 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$8K | – | 246 |
|
|
2020
Q4 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 365 |
|