IAG Wealth Partners’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 | $28K | Hold |
904
| – | – | ﹤0.01% | 251 |
|
|
2025
Q1 | $30.9K | Hold |
904
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $28.3K | Hold |
904
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $26.3K | Hold |
904
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $26.2K | Sell |
904
-1,000
| -53% | -$29K | 0.01% | 244 |
|
|
2024
Q1 | $55.6K | Buy |
1,904
+1,000
| +111% | +$29.2K | 0.01% | 158 |
|
|
2023
Q4 | $23.8K | Hold |
904
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $24.7K | Hold |
904
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $23.8K | Hold |
904
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $23.4K | Hold |
904
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $21.8K | Hold |
904
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $21K | Sell |
904
-37
| -4% | -$860 | 0.01% | 197 |
|
|
2022
Q2 | $23K | Buy |
941
+37
| +4% | +$904 | 0.01% | 188 |
|
|
2022
Q1 | $23K | Hold |
904
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $20K | Hold |
904
| – | – | 0.01% | 224 |
|
|
2021
Q3 | $20K | Hold |
904
| – | – | 0.01% | 199 |
|
|
2021
Q2 | $22K | Sell |
904
-805
| -47% | -$19.6K | 0.01% | 184 |
|
|
2021
Q1 | $38K | Buy |
+1,709
| New | +$38K | 0.01% | 133 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$11K | – | 430 |
|
|
2019
Q4 | $11K | Buy |
+375
| New | +$11K | 0.01% | 242 |
|