LWA
Lowe 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 | $18.6K | Hold |
600
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $20.5K | Hold |
600
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $18.8K | Hold |
600
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $17.5K | Hold |
600
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $17.4K | Sell |
600
-300
| -33% | -$8.69K | 0.01% | 180 |
|
|
2024
Q1 | $26.3K | Hold |
900
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $23.7K | Buy |
+900
| New | +$23.7K | 0.01% | 150 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$11K | – | 249 |
|
|
2017
Q4 | $11K | Hold |
400
| – | – | 0.01% | 148 |
|
|
2017
Q3 | $10K | Hold |
400
| – | – | 0.01% | 151 |
|
|
2017
Q2 | $11K | Hold |
400
| – | – | 0.01% | 128 |
|
|
2017
Q1 | $11K | Hold |
400
| – | – | 0.01% | 127 |
|
|
2016
Q4 | $11K | Sell |
400
-128
| -24% | -$3.52K | 0.01% | 130 |
|
|
2016
Q3 | $15K | Hold |
528
| – | – | 0.01% | 118 |
|
|
2016
Q2 | $15K | Buy |
528
+128
| +32% | +$3.64K | 0.01% | 118 |
|
|
2016
Q1 | $10K | Hold |
400
| – | – | 0.01% | 128 |
|
|
2015
Q4 | $10K | Sell |
400
-300
| -43% | -$7.5K | 0.01% | 128 |
|
|
2015
Q3 | $17K | Sell |
700
-3,970
| -85% | -$96.4K | 0.01% | 91 |
|
|
2015
Q2 | $140K | Hold |
4,670
| – | – | 0.09% | 41 |
|
|
2015
Q1 | $154K | Hold |
4,670
| – | – | 0.1% | 33 |
|
|
2014
Q4 | $169K | Buy |
+4,670
| New | +$169K | 0.12% | 30 |
|