Kingswood Wealth Advisors’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 | $561K | Sell |
18,083
-1,058
| -6% | -$32.8K | 0.04% | 383 |
|
|
2025
Q1 | $654K | Sell |
19,141
-6,111
| -24% | -$209K | 0.06% | 334 |
|
|
2024
Q4 | $792K | Buy |
25,252
+2,902
| +13% | +$91K | 0.06% | 323 |
|
|
2024
Q3 | $651K | Buy |
22,350
+1,420
| +7% | +$41.4K | 0.05% | 389 |
|
|
2024
Q2 | $607K | Buy |
20,930
+3,464
| +20% | +$100K | 0.05% | 338 |
|
|
2024
Q1 | $510K | Buy |
+17,466
| New | +$510K | 0.06% | 341 |
|
|
2023
Q3 | – | Sell |
-8,524
| Closed | -$225K | – | 445 |
|
|
2023
Q2 | $225K | Buy |
+8,524
| New | +$225K | 0.07% | 235 |
|