HNWA
Henrickson Nauta Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
7,513
-168
| -2% | -$5.21K | 0.08% | 77 |
|
|
2025
Q1 | $222K | Buy |
7,681
+168
| +2% | +$4.86K | 0.09% | 70 |
|
|
2024
Q4 | $236K | Hold |
7,513
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $219K | Hold |
7,513
| – | – | 0.09% | 75 |
|
|
2024
Q2 | $218K | Hold |
7,513
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $219K | Buy |
+7,513
| New | +$219K | 0.1% | 65 |
|
|
2023
Q4 | – | Sell |
-7,513
| Closed | -$206K | – | 74 |
|
|
2023
Q3 | $206K | Sell |
7,513
-1,505
| -17% | -$41.2K | 0.13% | 56 |
|
|
2023
Q2 | $238K | Hold |
9,018
| – | – | 0.16% | 53 |
|
|
2023
Q1 | $234K | Hold |
9,018
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $218K | Hold |
9,018
| – | – | 0.17% | 49 |
|
|
2022
Q3 | $214K | Buy |
+9,018
| New | +$214K | 0.2% | 41 |
|