Glass Jacobson Investment 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 | – | Sell |
-710
| Closed | -$22.3K | – | 643 |
|
|
2025
Q1 | $22.3K | Hold |
710
| – | – | 0.01% | 491 |
|
|
2024
Q4 | $22.3K | Hold |
710
| – | – | 0.01% | 491 |
|
|
2024
Q3 | $20.7K | Hold |
710
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $20.6K | Hold |
710
| – | – | 0.01% | 475 |
|
|
2024
Q1 | $20.7K | Hold |
710
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $18.7K | Hold |
710
| – | – | 0.01% | 451 |
|
|
2023
Q3 | $19.4K | Hold |
710
| – | – | 0.01% | 427 |
|
|
2023
Q2 | $18.7K | Buy |
+710
| New | +$18.7K | 0.01% | 434 |
|
|
2022
Q4 | $103K | Buy |
+4,261
| New | +$103K | 0.05% | 265 |
|