PPWM
PFG Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$10.2K | – | 117 |
|
|
2025
Q1 | $10.2K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2024
Q4 | $9.41K | Hold |
300
| – | – | 0.01% | 135 |
|
|
2024
Q3 | $8.73K | Hold |
300
| – | – | 0.01% | 144 |
|
|
2024
Q2 | $8.69K | Hold |
300
| – | – | 0.01% | 142 |
|
|
2024
Q1 | $8.75K | Hold |
300
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $7.91K | Hold |
300
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $8.21K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $7.91K | Hold |
300
| – | – | ﹤0.01% | 220 |
|
|
2023
Q1 | $7.77K | Sell |
300
-147
| -33% | -$3.81K | ﹤0.01% | 215 |
|
|
2022
Q4 | $11K | Hold |
447
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $11K | Hold |
447
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $11K | Hold |
447
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $12K | Hold |
447
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $10K | Hold |
447
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $10K | Buy |
+447
| New | +$10K | 0.01% | 193 |
|