KWS
Keystone Wealth Services’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
13,498
-439
| -3% | -$13.6K | 0.1% | 194 |
|
|
2025
Q1 | $476K | Buy |
13,937
+349
| +3% | +$11.9K | 0.13% | 155 |
|
|
2024
Q4 | $426K | Sell |
13,588
-801
| -6% | -$25.1K | 0.11% | 161 |
|
|
2024
Q3 | $419K | Buy |
+14,389
| New | +$419K | 0.12% | 163 |
|