SWS
SYSTM Wealth Solutions’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,199
| Closed | -$1.77M | – | 268 |
|
|
2024
Q2 | $1.77M | Sell |
61,199
-38,170
| -38% | -$1.11M | 0.4% | 80 |
|
|
2024
Q1 | $2.9M | Buy |
99,369
+28,295
| +40% | +$826K | 0.37% | 78 |
|
|
2023
Q4 | $1.87M | Sell |
71,074
-8,063
| -10% | -$212K | 0.26% | 114 |
|
|
2023
Q3 | $2.17M | Buy |
79,137
+20,577
| +35% | +$563K | 0.33% | 74 |
|
|
2023
Q2 | $1.54M | Buy |
58,560
+1,267
| +2% | +$33.4K | 0.21% | 134 |
|
|
2023
Q1 | $1.48M | Sell |
57,293
-2,004
| -3% | -$51.9K | 0.23% | 116 |
|
|
2022
Q4 | $1.43M | Buy |
+59,297
| New | +$1.43M | 0.18% | 159 |
|