Sterling Financial Planning’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 |
-7,356
| Closed | -$251K | – | 117 |
|
|
2025
Q1 | $251K | Buy |
+7,356
| New | +$251K | 0.09% | 99 |
|
|
2021
Q4 | – | Sell |
-1,850
| Closed | -$40K | – | 198 |
|
|
2021
Q3 | $40K | Hold |
1,850
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $45K | Hold |
1,850
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $41K | Hold |
1,850
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $36K | Buy |
+1,850
| New | +$36K | 0.03% | 165 |
|