Smith Salley Wealth Management’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 |
-8,367
| Closed | -$286K | – | 259 |
|
|
2025
Q1 | $286K | Sell |
8,367
-204
| -2% | -$6.97K | 0.02% | 207 |
|
|
2024
Q4 | $269K | Hold |
8,571
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $250K | Buy |
+8,571
| New | +$250K | 0.02% | 220 |
|
|
2022
Q3 | – | Sell |
-8,874
| Closed | -$216K | – | 217 |
|
|
2022
Q2 | $216K | Buy |
+8,874
| New | +$216K | 0.02% | 212 |
|
|
2019
Q3 | – | Sell |
-9,805
| Closed | -$283K | – | 193 |
|
|
2019
Q2 | $283K | Buy |
+9,805
| New | +$283K | 0.04% | 165 |
|
|
2014
Q1 | – | Sell |
-7,766
| Closed | -$257K | – | 112 |
|
|
2013
Q4 | $257K | Hold |
7,766
| – | – | 0.17% | 87 |
|
|
2013
Q3 | $237K | Hold |
7,766
| – | – | 0.19% | 74 |
|
|
2013
Q2 | $241K | Buy |
+7,766
| New | +$241K | 0.19% | 77 |
|