SWA
SOA 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 | $209K | Buy |
6,737
+12
| +0.2% | +$372 | 0.04% | 193 |
|
|
2025
Q1 | $230K | Sell |
6,725
-170
| -2% | -$5.8K | 0.05% | 170 |
|
|
2024
Q4 | $216K | Buy |
6,895
+232
| +3% | +$7.28K | 0.04% | 176 |
|
|
2024
Q3 | $194K | Sell |
6,663
-966
| -13% | -$28.1K | 0.04% | 189 |
|
|
2024
Q2 | $221K | Sell |
7,629
-2,107
| -22% | -$61.1K | 0.04% | 169 |
|
|
2024
Q1 | $284K | Buy |
9,736
+44
| +0.5% | +$1.28K | 0.06% | 150 |
|
|
2023
Q4 | $255K | Buy |
9,692
+1,175
| +14% | +$31K | 0.06% | 150 |
|
|
2023
Q3 | $233K | Buy |
8,517
+41
| +0.5% | +$1.12K | 0.06% | 150 |
|
|
2023
Q2 | $223K | Sell |
8,476
-90
| -1% | -$2.37K | 0.05% | 153 |
|
|
2023
Q1 | $222K | Buy |
8,566
+41
| +0.5% | +$1.06K | 0.05% | 146 |
|
|
2022
Q4 | $206K | Sell |
8,525
-958
| -10% | -$23.1K | 0.06% | 146 |
|
|
2022
Q3 | $225K | Buy |
9,483
+1,039
| +12% | +$24.7K | 0.07% | 137 |
|
|
2022
Q2 | $205K | Buy |
8,444
+37
| +0.4% | +$898 | 0.06% | 141 |
|
|
2022
Q1 | $216K | Buy |
8,407
+30
| +0.4% | +$771 | 0.05% | 152 |
|
|
2021
Q4 | $181K | Sell |
8,377
-1,619
| -16% | -$35K | 0.04% | 169 |
|
|
2021
Q3 | $216K | Sell |
9,996
-1,779
| -15% | -$38.4K | 0.06% | 146 |
|
|
2021
Q2 | $284K | Sell |
11,775
-1,813
| -13% | -$43.7K | 0.07% | 129 |
|
|
2021
Q1 | $299K | Buy |
13,588
+289
| +2% | +$6.36K | 0.08% | 120 |
|
|
2020
Q4 | $284K | Buy |
+13,299
| New | +$284K | 0.08% | 119 |
|