BAM
BOS Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,750
| Closed | -$230K | – | 178 |
|
|
2025
Q1 | $230K | Hold |
6,750
| – | – | 0.08% | 147 |
|
|
2024
Q4 | $212K | Sell |
6,750
-230
| -3% | -$7.21K | 0.08% | 156 |
|
|
2024
Q3 | $203K | Hold |
6,980
| – | – | 0.07% | 162 |
|
|
2024
Q2 | $202K | Hold |
6,980
| – | – | 0.09% | 148 |
|
|
2024
Q1 | $204K | Buy |
+6,980
| New | +$204K | 0.11% | 147 |
|