IAS
IMA Advisory Services’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,433
| Closed | -$131K | – | 323 |
|
|
2022
Q4 | $131K | Buy |
5,433
+101
| +2% | +$2.44K | 0.03% | 150 |
|
|
2022
Q3 | $127K | Buy |
5,332
+92
| +2% | +$2.19K | 0.03% | 148 |
|
|
2022
Q2 | $128K | Buy |
5,240
+91
| +2% | +$2.22K | 0.03% | 158 |
|
|
2022
Q1 | $133K | Buy |
5,149
+96
| +2% | +$2.48K | 0.03% | 135 |
|
|
2021
Q4 | $111K | Buy |
5,053
+96
| +2% | +$2.11K | 0.02% | 150 |
|
|
2021
Q3 | $107K | Buy |
4,957
+97
| +2% | +$2.09K | 0.03% | 144 |
|
|
2021
Q2 | $117K | Buy |
4,860
+90
| +2% | +$2.17K | 0.03% | 141 |
|
|
2021
Q1 | $105K | Buy |
4,770
+97
| +2% | +$2.14K | 0.03% | 140 |
|
|
2020
Q4 | $92K | Buy |
4,673
+110
| +2% | +$2.17K | 0.03% | 136 |
|
|
2020
Q3 | $72K | Buy |
4,563
+106
| +2% | +$1.67K | 0.02% | 144 |
|
|
2020
Q2 | $81K | Buy |
4,457
+112
| +3% | +$2.04K | 0.03% | 139 |
|
|
2020
Q1 | $62K | Buy |
4,345
+71
| +2% | +$1.01K | 0.03% | 139 |
|
|
2019
Q4 | $120K | Buy |
+4,274
| New | +$120K | 0.04% | 122 |
|