VA
Valmark Advisers’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
8,541
-774
| -8% | -$24K | ﹤0.01% | 573 |
|
|
2025
Q1 | $318K | Hold |
9,315
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $292K | Buy |
9,315
+649
| +7% | +$20.4K | ﹤0.01% | 513 |
|
|
2024
Q3 | $252K | Hold |
8,666
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $251K | Hold |
8,666
| – | – | ﹤0.01% | 504 |
|
|
2024
Q1 | $253K | Buy |
8,666
+700
| +9% | +$20.4K | ﹤0.01% | 484 |
|
|
2023
Q4 | $210K | Buy |
+7,966
| New | +$210K | ﹤0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-7,774
| Closed | -$201K | – | 479 |
|
|
2023
Q1 | $201K | Buy |
+7,774
| New | +$201K | ﹤0.01% | 463 |
|