GYL Financial Synergies’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$240K	Sell	8,251 -949	-10%	-$27.7K	0.02%	331
2024 Q2	$267K	Sell	9,200 -50	-0.5%	-$1.43K	0.02%	310
2024 Q1	$270K	Sell	9,250 -3,450	-27%	-$94.7K	0.02%	311
2023 Q4	$335K	Buy	12,700 +53	+0.4%	+$1.41K	0.03%	277
2023 Q3	$346K	Sell	12,647 -44	-0.3%	-$1.18K	0.03%	269
2023 Q2	$334K	Sell	12,691 -16,137	-56%	-$422K	0.03%	274
2023 Q1	$747K	Buy	28,828 +15,108	+110%	+$388K	0.09%	150
2022 Q4	$331K	Buy	13,720 +649	+5%	+$16K	0.07%	167
2022 Q3	$311K	Sell	13,071 -55	-0.4%	-$1.42K	0.08%	148
2022 Q2	$320K	Sell	13,126 -456	-3%	-$12K	0.09%	144
2022 Q1	$351K	Sell	13,582 -111	-0.8%	-$2.69K	0.08%	144
2021 Q4	$301K	Buy	13,693 +2	+0%	+$45	0.08%	166
2021 Q3	$296K	Sell	13,691 -145	-1%	-$3.29K	0.15%	145
2021 Q2	$334K	Buy	13,836 +1	+0%	+$24	0.17%	136
2021 Q1	$305K	Buy	13,835 +3	+0%	+$66	0.17%	139
2020 Q4	$271K	Buy	13,832 +2	+0%	+$37	0.16%	138
2020 Q3	$218K	Buy	13,830 +2,046	+17%	+$35.8K	0.14%	144
2020 Q2	$214K	Sell	11,784 -451	-4%	-$8.06K	0.15%	141
2020 Q1	$175K	Sell	12,235 -2,150	-15%	-$49.9K	0.11%	139
2019 Q4	$405K	Hold	14,385	–	–	0.18%	93
2019 Q3	$411K	Hold	14,385	–	–	0.2%	92
2019 Q2	$415K	Buy	14,385 +200	+1%	+$5.76K	0.22%	80
2019 Q1	$413K	Buy	14,185 +2,581	+22%	+$72.1K	0.23%	79
2018 Q4	$285K	Buy	+11,604	New	+$311K	0.21%	97