SWA
Sax Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
7,651
+488
| +7% | +$15.1K | 0.01% | 381 |
|
|
2025
Q1 | $245K | Buy |
7,163
+298
| +4% | +$10.2K | 0.02% | 320 |
|
|
2024
Q4 | $215K | Buy |
+6,865
| New | +$215K | 0.02% | 310 |
|
|
2024
Q3 | – | Sell |
-8,458
| Closed | -$245K | – | 308 |
|
|
2024
Q2 | $245K | Hold |
8,458
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $247K | Buy |
+8,458
| New | +$247K | 0.03% | 162 |
|