DSAM
Dock Street Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,400
| Closed | -$237K | – | 42 |
|
|
2019
Q4 | $237K | Hold |
8,400
| – | – | 0.07% | 41 |
|
|
2019
Q3 | $240K | Hold |
8,400
| – | – | 0.08% | 42 |
|
|
2019
Q2 | $243K | Hold |
8,400
| – | – | 0.08% | 43 |
|
|
2019
Q1 | $244K | Hold |
8,400
| – | – | 0.08% | 47 |
|
|
2018
Q4 | $207K | Buy |
+8,400
| New | +$207K | 0.08% | 50 |
|