BWL
Bogart Wealth LLC’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
42,790
+515
| +1% | +$16K | 0.06% | 120 |
|
|
2025
Q1 | $1.44M | Buy |
42,275
+1,132
| +3% | +$38.6K | 0.07% | 118 |
|
|
2024
Q4 | $1.29M | Sell |
41,143
-49
| -0.1% | -$1.54K | 0.06% | 120 |
|
|
2024
Q3 | $1.2M | Sell |
41,192
-8
| -0% | -$233 | 0.06% | 120 |
|
|
2024
Q2 | $1.19M | Buy |
41,200
+455
| +1% | +$13.2K | 0.06% | 121 |
|
|
2024
Q1 | $1.19M | Buy |
40,745
+267
| +0.7% | +$7.79K | 0.06% | 114 |
|
|
2023
Q4 | $1.07M | Buy |
40,478
+260
| +0.6% | +$6.85K | 0.06% | 121 |
|
|
2023
Q3 | $1.1M | Buy |
40,218
+940
| +2% | +$25.7K | 0.07% | 121 |
|
|
2023
Q2 | $1.03M | Sell |
39,278
-961
| -2% | -$25.3K | 0.07% | 124 |
|
|
2023
Q1 | $1.04M | Buy |
40,239
+1,429
| +4% | +$37K | 0.07% | 119 |
|
|
2022
Q4 | $936K | Buy |
38,810
+6,356
| +20% | +$153K | 0.07% | 125 |
|
|
2022
Q3 | $772K | Buy |
32,454
+354
| +1% | +$8.42K | 0.06% | 117 |
|
|
2022
Q2 | $782K | Buy |
32,100
+2,141
| +7% | +$52.2K | 0.07% | 118 |
|
|
2022
Q1 | $773K | Buy |
29,959
+3,229
| +12% | +$83.3K | 0.07% | 113 |
|
|
2021
Q4 | $587K | Buy |
26,730
+9,068
| +51% | +$199K | 0.05% | 116 |
|
|
2021
Q3 | $382K | Buy |
17,662
+2,017
| +13% | +$43.6K | 0.04% | 120 |
|
|
2021
Q2 | $378K | Buy |
15,645
+3,022
| +24% | +$73K | 0.04% | 117 |
|
|
2021
Q1 | $278K | Buy |
12,623
+21
| +0.2% | +$462 | 0.04% | 127 |
|
|
2020
Q4 | $246K | Buy |
12,602
+5,150
| +69% | +$101K | 0.05% | 123 |
|
|
2020
Q3 | $117K | Sell |
7,452
-1,919
| -20% | -$30.1K | 0.03% | 146 |
|
|
2020
Q2 | $170K | Buy |
9,371
+193
| +2% | +$3.5K | 0.04% | 121 |
|
|
2020
Q1 | $131K | Sell |
9,178
-687
| -7% | -$9.81K | 0.04% | 125 |
|
|
2019
Q4 | $278K | Sell |
9,865
-79,612
| -89% | -$2.24M | 0.09% | 103 |
|
|
2019
Q3 | $2.56M | Buy |
89,477
+880
| +1% | +$25.1K | 1.26% | 24 |
|
|
2019
Q2 | $2.56M | Buy |
88,597
+11,589
| +15% | +$334K | 1.55% | 19 |
|
|
2019
Q1 | $2.24M | Buy |
77,008
+6,266
| +9% | +$182K | 1.08% | 22 |
|
|
2018
Q4 | $1.74M | Buy |
70,742
+1,428
| +2% | +$35.1K | 0.87% | 26 |
|
|
2018
Q3 | $1.99M | Buy |
69,314
+4,454
| +7% | +$128K | 1.15% | 20 |
|
|
2018
Q2 | $1.79M | Buy |
64,860
+2,893
| +5% | +$80K | 1.09% | 21 |
|
|
2018
Q1 | $1.51M | Buy |
61,967
+5,566
| +10% | +$136K | 0.87% | 29 |
|
|
2017
Q4 | $1.5M | Sell |
56,401
-3,516
| -6% | -$93.2K | 0.96% | 27 |
|
|
2017
Q3 | $1.58M | Sell |
59,917
-195
| -0.3% | -$5.15K | 1.17% | 18 |
|
|
2017
Q2 | $1.63M | Buy |
60,112
+18,034
| +43% | +$488K | 1.04% | 19 |
|
|
2017
Q1 | $1.16M | Buy |
42,078
+2,498
| +6% | +$69K | 0.77% | 21 |
|
|
2016
Q4 | $1.07M | Buy |
+39,580
| New | +$1.07M | 0.72% | 22 |
|