Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Hold |
1,000
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $34.1K | Hold |
1,000
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $31.4K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $29.1K | Hold |
1,000
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 243 |
|
|
2023
Q2 | – | Sell |
-380
| Closed | -$10K | – | 549 |
|
|
2023
Q1 | $10K | Hold |
380
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $9.17K | Hold |
380
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $9K | Hold |
380
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $9K | Buy |
+380
| New | +$9K | ﹤0.01% | 432 |
|