BRWM
B. Riley Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16.7K | Buy |
686,175
+225,810
| +49% | +$5.5K | 0.02% | 113 |
|
|
2022
Q1 | $11.9M | Buy |
460,365
+21,302
| +5% | +$550K | 0.92% | 19 |
|
|
2021
Q4 | $9.64M | Buy |
439,063
+30,420
| +7% | +$668K | 0.67% | 32 |
|
|
2021
Q3 | $8.84M | Buy |
408,643
+123,072
| +43% | +$2.66M | 0.68% | 32 |
|
|
2021
Q2 | $6.89M | Sell |
285,571
-7,254
| -2% | -$175K | 0.76% | 38 |
|
|
2021
Q1 | $6.45M | Sell |
292,825
-33,730
| -10% | -$743K | 0.75% | 38 |
|
|
2020
Q4 | $6.4M | Sell |
326,555
-553
| -0.2% | -$10.8K | 0.83% | 33 |
|
|
2020
Q3 | $5.17M | Sell |
327,108
-130,609
| -29% | -$2.06M | 0.61% | 46 |
|
|
2020
Q2 | $8.32M | Sell |
457,717
-506,550
| -53% | -$9.2M | 0.91% | 26 |
|
|
2020
Q1 | $13.8M | Buy |
964,267
+859,037
| +816% | +$12.3M | 1.45% | 10 |
|
|
2019
Q4 | $2.96M | Buy |
105,230
+5,898
| +6% | +$166K | 0.44% | 54 |
|
|
2019
Q3 | $2.84M | Sell |
99,332
-7,166
| -7% | -$205K | 0.5% | 47 |
|
|
2019
Q2 | $3.08K | Buy |
106,498
+4,455
| +4% | +$129 | 0.47% | 44 |
|
|
2019
Q1 | $2.97M | Buy |
102,043
+11,963
| +13% | +$348K | 0.51% | 47 |
|
|
2018
Q4 | $2.22M | Buy |
90,080
+10,600
| +13% | +$261K | 0.46% | 50 |
|
|
2018
Q3 | $2.28M | Buy |
+79,480
| New | +$2.28M | 0.56% | 40 |
|
|
2016
Q1 | $458K | Sell |
18,610
-1,880
| -9% | -$46.3K | 0.68% | 49 |
|
|
2015
Q4 | $524K | Sell |
20,490
-3,220
| -14% | -$82.3K | 0.67% | 42 |
|
|
2015
Q3 | $590K | Sell |
23,710
-772
| -3% | -$19.2K | 0.84% | 33 |
|
|
2015
Q2 | $731K | Buy |
24,482
+300
| +1% | +$8.96K | 0.58% | 32 |
|
|
2015
Q1 | $796K | Buy |
24,182
+2,780
| +13% | +$91.5K | 0.6% | 33 |
|
|
2014
Q4 | $773K | Buy |
21,402
+4,508
| +27% | +$163K | 0.63% | 30 |
|
|
2014
Q3 | $680K | Buy |
16,894
+8,538
| +102% | +$344K | 0.51% | 42 |
|
|
2014
Q2 | $654K | Buy |
8,356
+463
| +6% | +$36.2K | 0.42% | 49 |
|
|
2014
Q1 | $547K | Buy |
+7,893
| New | +$547K | 0.4% | 46 |
|