SVWAG
Sound View Wealth Advisors Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Sell |
245,944
-1,900
| -0.8% | -$58.9K | 0.56% | 46 |
|
|
2025
Q1 | $8.46M | Sell |
247,844
-4,318
| -2% | -$147K | 0.69% | 40 |
|
|
2024
Q4 | $7.91M | Buy |
252,162
+1,900
| +0.8% | +$59.6K | 0.64% | 39 |
|
|
2024
Q3 | $7.29M | Buy |
250,262
+1,800
| +0.7% | +$52.4K | 0.59% | 45 |
|
|
2024
Q2 | $7.2M | Hold |
248,462
| – | – | 0.74% | 35 |
|
|
2024
Q1 | $7.25M | Buy |
248,462
+700
| +0.3% | +$20.4K | 0.77% | 36 |
|
|
2023
Q4 | $6.53M | Sell |
247,762
-2,600
| -1% | -$68.5K | 0.72% | 37 |
|
|
2023
Q3 | $6.85M | Buy |
250,362
+1,600
| +0.6% | +$43.8K | 0.85% | 31 |
|
|
2023
Q2 | $6.55M | Sell |
248,762
-2,987
| -1% | -$78.7K | 0.86% | 30 |
|
|
2023
Q1 | $6.52M | Buy |
251,749
+3,987
| +2% | +$103K | 0.89% | 29 |
|
|
2022
Q4 | $6.53M | Sell |
247,762
-3,042
| -1% | -$80.2K | 0.72% | 37 |
|
|
2022
Q3 | $5.96M | Hold |
250,804
| – | – | 1.34% | 18 |
|
|
2022
Q2 | $6.11M | Buy |
+250,804
| New | +$6.11M | 1.28% | 19 |
|
|
2019
Q3 | – | Sell |
-7,710
| Closed | -$223K | – | 242 |
|
|
2019
Q2 | $223K | Buy |
+7,710
| New | +$223K | 0.07% | 229 |
|