IAG Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
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2025
Q1 | $30.9K | Hold |
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|
2024
Q4 | $28.3K | Hold |
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|
2024
Q3 | $26.3K | Hold |
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|
2024
Q2 | $26.2K | Sell |
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|
2024
Q1 | $55.6K | Buy |
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|
2023
Q4 | $23.8K | Hold |
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|
2023
Q3 | $24.7K | Hold |
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|
2023
Q2 | $23.8K | Hold |
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|
2023
Q1 | $23.4K | Hold |
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|
2022
Q4 | $21.8K | Hold |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Buy |
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