Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $206K | Buy |
+6,575
| New | +$206K | 0.07% | 157 |
|
|
2024
Q2 | – | Sell |
-6,775
| Closed | -$198K | – | 342 |
|
|
2024
Q1 | $198K | Buy |
+6,775
| New | +$198K | 0.06% | 195 |
|
|
2014
Q4 | – | Sell |
-5,308
| Closed | -$214K | – | 112 |
|
|
2014
Q3 | $214K | Sell |
5,308
-1,400
| -21% | -$56.4K | 0.18% | 99 |
|
|
2014
Q2 | $263K | Hold |
6,708
| – | – | 0.22% | 96 |
|
|
2014
Q1 | $233K | Hold |
6,708
| – | – | 0.22% | 100 |
|
|
2013
Q4 | $222K | Buy |
+6,708
| New | +$222K | 0.15% | 130 |
|