ICA Group Wealth 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
Q2 | $80K | Sell |
2,759
-12,286
| -82% | -$356K | 0.05% | 193 |
|
|
2024
Q1 | $439K | Sell |
15,045
-684
| -4% | -$20K | 0.09% | 176 |
|
|
2023
Q4 | $414K | Buy |
15,729
+164
| +1% | +$4.32K | 0.09% | 169 |
|
|
2023
Q3 | $426K | Buy |
15,565
+33
| +0.2% | +$903 | 0.12% | 148 |
|
|
2023
Q2 | $409K | Hold |
15,532
| – | – | 0.1% | 147 |
|
|
2023
Q1 | $402K | Buy |
15,532
+1,160
| +8% | +$30K | 0.1% | 170 |
|
|
2022
Q4 | $347K | Sell |
14,372
-43,707
| -75% | -$1.05M | 0.08% | 191 |
|
|
2022
Q3 | $1.38M | Buy |
58,079
+46,605
| +406% | +$1.11M | 0.29% | 84 |
|
|
2022
Q2 | $310K | Sell |
11,474
-233
| -2% | -$6.3K | 0.06% | 278 |
|
|
2022
Q1 | $330K | Buy |
+11,707
| New | +$330K | 0.06% | 257 |
|