IAP
Indie Asset Partners’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,859
| Closed | -$337K | – | 79 |
|
|
2025
Q1 | $337K | Buy |
9,859
+1,667
| +20% | +$56.9K | 0.29% | 55 |
|
|
2024
Q4 | $257K | Buy |
8,192
+330
| +4% | +$10.3K | 0.2% | 88 |
|
|
2024
Q3 | $229K | Buy |
+7,862
| New | +$229K | 0.17% | 104 |
|
|
2021
Q2 | – | Sell |
-18,896
| Closed | -$416K | – | 130 |
|
|
2021
Q1 | $416K | Sell |
18,896
-700
| -4% | -$15.4K | 0.47% | 62 |
|
|
2020
Q4 | $384K | Sell |
19,596
-1,100
| -5% | -$21.6K | 0.45% | 58 |
|
|
2020
Q3 | $327K | Hold |
20,696
| – | – | 0.41% | 62 |
|
|
2020
Q2 | $379K | Sell |
20,696
-950
| -4% | -$17.4K | 0.48% | 56 |
|
|
2020
Q1 | $310K | Buy |
21,646
+3,650
| +20% | +$52.3K | 0.39% | 51 |
|
|
2019
Q4 | $507K | Buy |
+17,996
| New | +$507K | 0.54% | 42 |
|