DLG
Daniel L. Goodwin’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $339K | Buy |
+12,400
| New | +$339K | 0.16% | 57 |
|
2021
Q3 | – | Sell |
-8,500
| Closed | -$205K | – | 111 |
|
2021
Q2 | $205K | Buy |
+8,500
| New | +$205K | 0.1% | 106 |
|
2020
Q4 | – | Sell |
-12,900
| Closed | -$203K | – | 98 |
|
2020
Q3 | $203K | Hold |
12,900
| – | – | 0.14% | 84 |
|
2020
Q2 | $236K | Hold |
12,900
| – | – | 0.15% | 78 |
|
2020
Q1 | $185K | Sell |
12,900
-200
| -2% | -$2.87K | 0.15% | 79 |
|
2019
Q4 | $370K | Hold |
13,100
| – | – | 0.16% | 63 |
|
2019
Q3 | $374K | Hold |
13,100
| – | – | 0.17% | 65 |
|
2019
Q2 | $378K | Hold |
13,100
| – | – | 0.17% | 62 |
|
2019
Q1 | $382K | Hold |
13,100
| – | – | 0.18% | 59 |
|
2018
Q4 | $321K | Hold |
13,100
| – | – | 0.17% | 60 |
|
2018
Q3 | $376K | Hold |
13,100
| – | – | 0.18% | 63 |
|
2018
Q2 | $362K | Hold |
13,100
| – | – | 0.17% | 65 |
|
2018
Q1 | $321K | Hold |
13,100
| – | – | 0.16% | 66 |
|
2017
Q4 | $347K | Hold |
13,100
| – | – | 0.15% | 65 |
|
2017
Q3 | $342K | Sell |
13,100
-32,200
| -71% | -$841K | 0.15% | 61 |
|
2017
Q2 | $1.23M | Hold |
45,300
| – | – | 0.55% | 24 |
|
2017
Q1 | $1.25M | Hold |
45,300
| – | – | 0.52% | 22 |
|
2016
Q4 | $1.23M | Sell |
45,300
-41,145
| -48% | -$1.11M | 0.49% | 25 |
|
2016
Q3 | $2.39M | Hold |
86,445
| – | – | 0.85% | 13 |
|
2016
Q2 | $2.53M | Buy |
86,445
+10,000
| +13% | +$293K | 0.82% | 15 |
|
2016
Q1 | $1.88M | Sell |
76,445
-200
| -0.3% | -$4.92K | 0.45% | 16 |
|
2015
Q4 | $1.96M | Buy |
76,645
+3,000
| +4% | +$76.8K | 0.47% | 17 |
|
2015
Q3 | $1.83M | Sell |
73,645
-1,000
| -1% | -$24.9K | 0.49% | 19 |
|
2015
Q2 | $2.23M | Hold |
74,645
| – | – | 0.59% | 15 |
|
2015
Q1 | $2.46M | Buy |
74,645
+25,000
| +50% | +$823K | 0.54% | 14 |
|
2014
Q4 | $1.79M | Buy |
+49,645
| New | +$1.79M | 0.32% | 30 |
|