Golden State Wealth Management’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 | $218K | Buy |
7,025
+2,973
| +73% | +$92.2K | 0.03% | 347 |
|
|
2025
Q1 | $138K | Buy |
4,052
+259
| +7% | +$8.84K | 0.02% | 383 |
|
|
2024
Q4 | $119K | Buy |
+3,793
| New | +$119K | 0.02% | 399 |
|
|
2020
Q4 | – | Sell |
-6,480
| Closed | -$102K | – | 285 |
|
|
2020
Q3 | $102K | Buy |
+6,480
| New | +$102K | 0.03% | 256 |
|
|
2020
Q2 | – | Sell |
-8,576
| Closed | -$123K | – | 375 |
|
|
2020
Q1 | $123K | Buy |
+8,576
| New | +$123K | 0.05% | 222 |
|
|
2019
Q4 | – | Sell |
-6,992
| Closed | -$200K | – | 294 |
|
|
2019
Q3 | $200K | Buy |
6,992
+16
| +0.2% | +$458 | 0.07% | 204 |
|
|
2019
Q2 | $201K | Sell |
6,976
-325
| -4% | -$9.36K | 0.06% | 226 |
|
|
2019
Q1 | $212K | Buy |
+7,301
| New | +$212K | 0.07% | 218 |
|