Mount Yale Investment Advisors’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
$12.3K Buy
+396
New +$12.3K ﹤0.01% 1112
2018
Q4
Sell
-5,980
Closed -$162K 453
2018
Q3
$162K Hold
5,980
0.03% 321
2018
Q2
$165K Buy
5,980
+95
+2% +$2.62K 0.03% 329
2018
Q1
$144K Buy
+5,885
New +$144K 0.03% 345