MSWA
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Marshall & Sterling Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.1K Hold
1,196
– – 0.03% 194
2025
Q1 		$40.8K Hold
1,196
– – 0.03% 179
2024
Q4 		$37.5K Buy
+1,196
New +$37.5K 0.03% 152