SWM
SeaCrest 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 | $748K | Sell |
24,122
-380
| -2% | -$11.8K | 0.08% | 227 |
|
|
2025
Q1 | $837K | Buy |
24,502
+157
| +0.6% | +$5.36K | 0.09% | 206 |
|
|
2024
Q4 | $763K | Sell |
24,345
-6,456
| -21% | -$202K | 0.08% | 235 |
|
|
2024
Q3 | $897K | Buy |
30,801
+7,891
| +34% | +$230K | 0.1% | 206 |
|
|
2024
Q2 | $664K | Buy |
22,910
+5,711
| +33% | +$166K | 0.08% | 254 |
|
|
2024
Q1 | $502K | Sell |
17,199
-7,568
| -31% | -$221K | 0.06% | 310 |
|
|
2023
Q4 | $661K | Sell |
24,767
-18,502
| -43% | -$494K | 0.08% | 252 |
|
|
2023
Q3 | $1.18M | Sell |
43,269
-7,978
| -16% | -$218K | 0.15% | 135 |
|
|
2023
Q2 | $1.35M | Buy |
51,247
+7
| +0% | +$184 | 0.17% | 124 |
|
|
2023
Q1 | $1.33M | Buy |
51,240
+331
| +0.7% | +$8.57K | 0.18% | 123 |
|
|
2022
Q4 | $1.23M | Buy |
50,909
+2,645
| +5% | +$63.8K | 0.18% | 129 |
|
|
2022
Q3 | $1.15M | Sell |
48,264
-1,772
| -4% | -$42.1K | 0.17% | 126 |
|
|
2022
Q2 | $1.22M | Buy |
50,036
+3,534
| +8% | +$86.1K | 0.15% | 136 |
|
|
2022
Q1 | $1.2M | Buy |
46,502
+5,332
| +13% | +$138K | 0.14% | 160 |
|
|
2021
Q4 | $904K | Buy |
41,170
+1,111
| +3% | +$24.4K | 0.1% | 210 |
|
|
2021
Q3 | $867K | Buy |
40,059
+2,120
| +6% | +$45.9K | 0.1% | 206 |
|
|
2021
Q2 | $915K | Buy |
37,939
+1,152
| +3% | +$27.8K | 0.11% | 203 |
|
|
2021
Q1 | $810K | Sell |
36,787
-5,829
| -14% | -$128K | 0.11% | 207 |
|
|
2020
Q4 | $835K | Buy |
42,616
+15,578
| +58% | +$305K | 0.12% | 188 |
|
|
2020
Q3 | $427K | Buy |
27,038
+5,609
| +26% | +$88.6K | 0.07% | 284 |
|
|
2020
Q2 | $389K | Sell |
21,429
-12,365
| -37% | -$224K | 0.07% | 312 |
|
|
2020
Q1 | $483K | Sell |
33,794
-6,255
| -16% | -$89.4K | 0.1% | 218 |
|
|
2019
Q4 | $1.13M | Buy |
40,049
+4,817
| +14% | +$136K | 0.19% | 126 |
|
|
2019
Q3 | $1.01M | Buy |
35,232
+5,159
| +17% | +$147K | 0.19% | 135 |
|
|
2019
Q2 | $868K | Sell |
30,073
-528
| -2% | -$15.2K | 0.18% | 136 |
|
|
2019
Q1 | $890K | Buy |
30,601
+1,181
| +4% | +$34.3K | 0.15% | 137 |
|
|
2018
Q4 | $723K | Sell |
29,420
-2,417
| -8% | -$59.4K | 0.15% | 146 |
|
|
2018
Q3 | $915K | Buy |
31,837
+855
| +3% | +$24.6K | 0.15% | 131 |
|
|
2018
Q2 | $857K | Sell |
30,982
-322
| -1% | -$8.91K | 0.15% | 132 |
|
|
2018
Q1 | $766K | Sell |
31,304
-105
| -0.3% | -$2.57K | 0.14% | 144 |
|
|
2017
Q4 | $833K | Buy |
+31,409
| New | +$833K | 0.15% | 132 |
|