Sage Mountain 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 |
-6,297
| Closed | -$215K | – | 512 |
|
|
2025
Q1 | $215K | Buy |
+6,297
| New | +$215K | 0.02% | 362 |
|
|
2024
Q4 | – | Sell |
-7,297
| Closed | -$212K | – | 491 |
|
|
2024
Q3 | $212K | Sell |
7,297
-500
| -6% | -$14.6K | 0.02% | 371 |
|
|
2024
Q2 | $226K | Sell |
7,797
-19,220
| -71% | -$557K | 0.02% | 313 |
|
|
2024
Q1 | $788K | Buy |
+27,017
| New | +$788K | 0.08% | 112 |
|