Capasso Planning Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,000
| Closed | -$408K | – | 112 |
|
|
2024
Q3 | $408K | Hold |
14,000
| – | – | 0.12% | 104 |
|
|
2024
Q2 | $406K | Sell |
14,000
-358
| -2% | -$10.4K | 0.13% | 96 |
|
|
2024
Q1 | $419K | Hold |
14,358
| – | – | 0.17% | 71 |
|
|
2023
Q4 | $378K | Hold |
14,358
| – | – | 0.18% | 71 |
|
|
2023
Q3 | $393K | Hold |
14,358
| – | – | 0.21% | 61 |
|
|
2023
Q2 | $378K | Hold |
14,358
| – | – | 0.2% | 67 |
|
|
2023
Q1 | $372K | Hold |
14,358
| – | – | 0.22% | 69 |
|
|
2022
Q4 | $346K | Buy |
14,358
+179
| +1% | +$4.32K | 0.22% | 67 |
|
|
2022
Q3 | $337K | Hold |
14,179
| – | – | 0.24% | 66 |
|
|
2022
Q2 | $346K | Hold |
14,179
| – | – | 0.25% | 61 |
|
|
2022
Q1 | $366K | Sell |
14,179
-1,000
| -7% | -$25.8K | 0.26% | 64 |
|
|
2021
Q4 | $333K | Buy |
+15,179
| New | +$333K | 0.24% | 59 |
|