TIAM2
Tru Independence Asset Management 2’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
28,402
-3,000
| -10% | -$93K | 0.6% | 43 |
|
|
2025
Q1 | $1.07M | Hold |
31,402
| – | – | 0.8% | 33 |
|
|
2024
Q4 | $985K | Hold |
31,402
| – | – | 0.82% | 32 |
|
|
2024
Q3 | $914K | Buy |
+31,402
| New | +$914K | 0.77% | 25 |
|
|
2023
Q1 | $451K | Buy |
+17,402
| New | +$451K | 0.45% | 44 |
|