Guerra Pan Advisors’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
Q1 | – | Sell |
-9,500
| Closed | -$250K | – | 106 |
|
|
2023
Q4 | $250K | Hold |
9,500
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $260K | Hold |
9,500
| – | – | 0.3% | 78 |
|
|
2023
Q2 | $250K | Hold |
9,500
| – | – | 0.28% | 88 |
|
|
2023
Q1 | $246K | Hold |
9,500
| – | – | 0.31% | 81 |
|
|
2022
Q4 | $229K | Hold |
9,500
| – | – | 0.31% | 80 |
|
|
2022
Q3 | $237K | Hold |
9,500
| – | – | 0.35% | 77 |
|
|
2022
Q2 | $254K | Hold |
9,500
| – | – | 0.31% | 78 |
|
|
2022
Q1 | $249K | Hold |
9,500
| – | – | 0.3% | 81 |
|
|
2021
Q4 | $209K | Buy |
+9,500
| New | +$209K | 0.21% | 105 |
|