Sweet Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.2M	Buy	41,262 +68	+0.2%	+$1.99K	0.26%	77
2024 Q2	$1.19M	Sell	41,194 -370	-0.9%	-$10.6K	0.27%	72
2024 Q1	$1.21M	Buy	41,564 +839	+2%	+$23K	0.28%	74
2023 Q4	$1.07M	Buy	40,725 +36	+0.1%	+$959	0.26%	73
2023 Q3	$1.11M	Sell	40,689 -1,131	-3%	-$30.3K	0.29%	68
2023 Q2	$1.1M	Buy	41,820 +11	+0%	+$288	0.29%	70
2023 Q1	$1.08M	Sell	41,809 -365	-0.9%	-$9.38K	0.3%	63
2022 Q4	$1.02M	Buy	42,174 +100	+0.2%	+$2.46K	0.3%	55
2022 Q3	$1M	Hold	42,074	–	–	0.32%	44
2022 Q2	$1.02M	Hold	42,074	–	–	0.32%	41
2022 Q1	$1.09M	Buy	42,074 +5,065	+14%	+$123K	0.29%	41
2021 Q4	$813K	Buy	+37,009	New	+$830K	0.34%	39