Fortis 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 | $225K | Sell |
7,262
-2,203
| -23% | -$68.3K | 0.14% | 107 |
|
|
2025
Q1 | $323K | Buy |
+9,465
| New | +$323K | 0.21% | 78 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$26 | – | 143 |
|
|
2023
Q1 | $26 | Hold |
1
| – | – | ﹤0.01% | 264 |
|
|
2022
Q4 | $24 | Buy |
+1
| New | +$24 | ﹤0.01% | 256 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 160 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $0 | Sell |
1
-25,876
| -100% | – | ﹤0.01% | 336 |
|
|
2019
Q4 | $729K | Hold |
25,877
| – | – | 0.44% | 36 |
|
|
2019
Q3 | $740K | Buy |
+25,877
| New | +$740K | 0.35% | 34 |
|
|
2019
Q2 | – | Hold |
0
| – | -$835K | – | 37 |
|
|
2019
Q1 | – | Hold |
0
| – | -$706K | – | 30 |
|
|
2018
Q4 | – | Hold |
0
| – | -$824K | – | 29 |
|
|
2018
Q3 | – | Hold |
0
| – | -$794K | – | 31 |
|
|
2018
Q2 | – | Hold |
0
| – | -$703K | – | 29 |
|
|
2018
Q1 | – | Hold |
0
| – | -$761K | – | 31 |
|
|
2017
Q4 | – | Hold |
0
| – | -$866K | – | 23 |
|
|
2017
Q3 | – | Hold |
0
| – | -$958K | – | 21 |
|
|
2017
Q2 | – | Hold |
0
| – | -$977K | – | 18 |
|
|
2017
Q1 | – | Hold |
0
| – | -$245K | – | 16 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 29 |
|