Householder Group Estate & Retirement Specialist’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 | $16K | Sell |
525
-4,944
| -90% | -$151K | 0.01% | 309 |
|
2024
Q3 | $159K | Buy |
5,469
+584
| +12% | +$17K | 0.05% | 290 |
|
2024
Q2 | $141K | Sell |
4,885
-644
| -12% | -$18.6K | 0.04% | 291 |
|
2024
Q1 | $161K | Buy |
5,529
+198
| +4% | +$5.78K | 0.05% | 272 |
|
2023
Q4 | $140K | Sell |
5,331
-1,933
| -27% | -$50.8K | 0.05% | 285 |
|
2023
Q3 | $199K | Buy |
+7,264
| New | +$199K | 0.07% | 221 |
|
2023
Q1 | $178K | Buy |
+6,874
| New | +$178K | 0.07% | 212 |
|
2022
Q4 | – | Sell |
-7,007
| Closed | -$166K | – | 530 |
|
2022
Q3 | $166K | Buy |
+7,007
| New | +$166K | 0.07% | 196 |
|