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Triad Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Triad Wealth Partners’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-700
Closed -$20.3K – 306
2024
Q2 		$20.3K Buy
+700
New +$20.1K 0.01% 343

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TCA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's EPD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 700 shares — an estimated $20.3K sold.

Triad Wealth Partners first reported a position in EPD in Q2 2024 and held it in 1 quarter. The position peaked at $20.3K in Q2 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • Triad Wealth Partners reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 700 Enterprise Products Partners shares in Q3 2024, an estimated $20.3K.
  • Triad Wealth Partners first reported a position in Enterprise Products Partners in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Enterprise Products Partners position peaked at $20.3K in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.