Pinion 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 | – | Sell |
-6,000
| Closed | -$205K | – | 168 |
|
|
2025
Q1 | $205K | Buy |
+6,000
| New | +$205K | 0.05% | 148 |
|
|
2019
Q4 | – | Sell |
-7,020
| Closed | -$201K | – | 114 |
|
|
2019
Q3 | $201K | Hold |
7,020
| – | – | 0.41% | 110 |
|
|
2019
Q2 | $203K | Sell |
7,020
-380
| -5% | -$11K | 0.43% | 108 |
|
|
2019
Q1 | $215K | Buy |
+7,400
| New | +$215K | 0.38% | 113 |
|
|
2018
Q4 | – | Sell |
-7,770
| Closed | -$223K | – | 115 |
|
|
2018
Q3 | $223K | Sell |
7,770
-200
| -3% | -$5.74K | 0.43% | 114 |
|
|
2018
Q2 | $221K | Buy |
+7,970
| New | +$221K | 0.43% | 112 |
|