Laidlaw Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,860
Closed -$313K 297
2023
Q2
$313K Sell
11,860
-210
-2% -$5.53K 0.06% 259
2023
Q1
$313K Buy
+12,070
New +$313K 0.06% 259
2022
Q2
Sell
-9,580
Closed -$247K 383
2022
Q1
$247K Buy
+9,580
New +$247K 0.04% 329