BIA
Barry Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Sell |
7,016
-79
| -1% | -$2.45K | 0.05% | 97 |
|
2025
Q1 | $242K | Buy |
7,095
+2
| +0% | +$68 | 0.06% | 94 |
|
2024
Q4 | $222K | Buy |
7,093
+1
| +0% | +$31 | 0.07% | 98 |
|
2024
Q3 | $206K | Buy |
7,092
+1
| +0% | +$29 | 0.06% | 109 |
|
2024
Q2 | $205K | Buy |
7,091
+2
| +0% | +$58 | 0.07% | 111 |
|
2024
Q1 | $207K | Buy |
+7,089
| New | +$207K | 0.07% | 109 |
|
2015
Q1 | – | Sell |
-5,690
| Closed | -$206K | – | 79 |
|
2014
Q4 | $206K | Buy |
+5,690
| New | +$206K | 0.07% | 73 |
|