Costello Asset Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.2K | Hold |
200
| – | – | ﹤0.01% | 527 |
|
2025
Q1 | $6.83K | Buy |
+200
| New | +$6.83K | ﹤0.01% | 498 |
|
2023
Q2 | – | Sell |
-404
| Closed | -$10.5K | – | 199 |
|
2023
Q1 | $10.5K | Hold |
404
| – | – | 0.01% | 146 |
|
2022
Q4 | $9.74K | Hold |
404
| – | – | 0.01% | 151 |
|
2022
Q3 | $10K | Hold |
404
| – | – | 0.01% | 151 |
|
2022
Q2 | $10K | Sell |
404
-2,501
| -86% | -$61.9K | 0.01% | 161 |
|
2022
Q1 | $75K | Hold |
2,905
| – | – | 0.05% | 92 |
|
2021
Q4 | $64K | Hold |
2,905
| – | – | 0.04% | 102 |
|
2021
Q3 | $63K | Hold |
2,905
| – | – | 0.04% | 101 |
|
2021
Q2 | $70K | Hold |
2,905
| – | – | 0.05% | 96 |
|
2021
Q1 | $64K | Sell |
2,905
-176
| -6% | -$3.88K | 0.04% | 100 |
|
2020
Q4 | $60K | Sell |
3,081
-400
| -11% | -$7.79K | 0.05% | 101 |
|
2020
Q3 | $55K | Buy |
3,481
+5
| +0.1% | +$79 | 0.05% | 91 |
|
2020
Q2 | $63K | Buy |
+3,476
| New | +$63K | 0.06% | 78 |
|