IA
Insight Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,555
| Closed | -$454K | – | 292 |
|
|
2024
Q1 | $454K | Sell |
15,555
-100
| -0.6% | -$2.92K | 0.09% | 172 |
|
|
2023
Q4 | $413K | Hold |
15,655
| – | – | 0.09% | 169 |
|
|
2023
Q3 | $428K | Sell |
15,655
-186
| -1% | -$5.09K | 0.1% | 156 |
|
|
2023
Q2 | $417K | Hold |
15,841
| – | – | 0.09% | 166 |
|
|
2023
Q1 | $410K | Buy |
15,841
+100
| +0.6% | +$2.59K | 0.1% | 180 |
|
|
2022
Q4 | $381K | Buy |
15,741
+155
| +1% | +$3.76K | 0.13% | 202 |
|
|
2022
Q3 | $371K | Sell |
15,586
-1,388
| -8% | -$33K | 0.15% | 181 |
|
|
2022
Q2 | $437K | Hold |
16,974
| – | – | 0.15% | 173 |
|
|
2022
Q1 | $438K | Sell |
16,974
-5,054
| -23% | -$130K | 0.13% | 196 |
|
|
2021
Q4 | $484K | Hold |
22,028
| – | – | 0.14% | 174 |
|
|
2021
Q3 | $493K | Hold |
22,028
| – | – | 0.15% | 175 |
|
|
2021
Q2 | $492K | Buy |
22,028
+5,000
| +29% | +$112K | 0.15% | 174 |
|
|
2021
Q1 | $392K | Buy |
+17,028
| New | +$392K | 0.12% | 212 |
|