LWA
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Lineweaver Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lineweaver Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,648
Closed -$338K – 138
2021
Q3 		$338K Buy
15,648
+852
+6% +$19.4K 0.1% 101
2021
Q2 		$357K Buy
14,796
+188
+1% +$4.45K 0.12% 87
2021
Q1 		$321K Buy
+14,608
New +$321K 0.11% 87

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EIP
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