LWA
Lantern Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
+10,354
| New | +$321K | 0.19% | 110 |
|
|
2024
Q4 | $331K | Hold |
10,547
| – | – | 0.21% | 95 |
|
|
2024
Q3 | $307K | Hold |
10,547
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $306K | Hold |
10,547
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $308K | Hold |
10,547
| – | – | 0.22% | 101 |
|
|
2023
Q4 | $278K | Buy |
+10,547
| New | +$278K | 0.22% | 93 |
|