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BKM Wealth Management’s Enterprise Products Partners EPD Stock Holding History

BKM Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$7.91K – 295
2023
Q4 		$7.91K Buy
+300
New +$7.99K ﹤0.01% 474

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BKM Wealth Management's EPD Position: Q1 2024 in Review

BKM Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 300 shares — an estimated $7.91K sold.

BKM Wealth Management first reported a position in EPD in Q4 2023 and held it in 1 quarter. The position peaked at $7.91K in Q4 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • BKM Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 300 Enterprise Products Partners shares in Q1 2024, an estimated $7.91K.
  • BKM Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Enterprise Products Partners position peaked at $7.91K in Q4 2023.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.