WR Wealth Planners’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
Q4
$320K Hold
2024
Q3
$297K Sell
2024
Q2
$423K Sell
2024
Q1
$508K Hold
2023
Q4
$458K Sell
2023
Q3
$504K Hold
2023
Q2
$485K Sell
2023
Q1
$524K Buy