Sweet Financial Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.2M | Buy |
41,262
+68
| +0.2% | +$1.98K | 0.26% | 77 |
|
|
2024
Q2 | $1.19M | Sell |
41,194
-370
| -0.9% | -$10.7K | 0.27% | 72 |
|
|
2024
Q1 | $1.21M | Buy |
41,564
+839
| +2% | +$24.5K | 0.28% | 74 |
|
|
2023
Q4 | $1.07M | Buy |
40,725
+36
| +0.1% | +$949 | 0.26% | 73 |
|
|
2023
Q3 | $1.11M | Sell |
40,689
-1,131
| -3% | -$31K | 0.29% | 68 |
|
|
2023
Q2 | $1.1M | Buy |
41,820
+11
| +0% | +$290 | 0.29% | 68 |
|
|
2023
Q1 | $1.08M | Sell |
41,809
-365
| -0.9% | -$9.45K | 0.3% | 63 |
|
|
2022
Q4 | $1.02M | Buy |
42,174
+100
| +0.2% | +$2.41K | 0.3% | 55 |
|
|
2022
Q3 | $1M | Hold |
42,074
| – | – | 0.32% | 44 |
|
|
2022
Q2 | $1.03M | Hold |
42,074
| – | – | 0.32% | 41 |
|
|
2022
Q1 | $1.09M | Buy |
42,074
+5,065
| +14% | +$131K | 0.29% | 41 |
|
|
2021
Q4 | $813K | Buy |
+37,009
| New | +$813K | 0.34% | 39 |
|