CIS
Custom Index Systems’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $992K | Sell |
31,994
-1,728
| -5% | -$53.6K | 0.47% | 57 |
|
2025
Q1 | $1.15M | Sell |
33,722
-4,655
| -12% | -$159K | 0.58% | 39 |
|
2024
Q4 | $1.2M | Sell |
38,377
-1,486
| -4% | -$46.6K | 0.65% | 38 |
|
2024
Q3 | $1.16M | Sell |
39,863
-9,975
| -20% | -$290K | 0.63% | 39 |
|
2024
Q2 | $1.44M | Sell |
49,838
-3,814
| -7% | -$111K | 0.83% | 32 |
|
2024
Q1 | $1.57M | Buy |
+53,652
| New | +$1.57M | 0.89% | 29 |
|