IF
Insight Folios’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.09M | Buy |
277,867
+13,793
| +5% | +$402K | 2.89% | 13 |
|
|
2024
Q2 | $7.65M | Buy |
264,074
+3,263
| +1% | +$94.6K | 3.14% | 4 |
|
|
2024
Q1 | $7.61M | Sell |
260,811
-12,908
| -5% | -$377K | 3.08% | 5 |
|
|
2023
Q4 | $7.21M | Buy |
273,719
+9,364
| +4% | +$247K | 3.12% | 7 |
|
|
2023
Q3 | $7.24M | Sell |
264,355
-29,729
| -10% | -$814K | 3.54% | 4 |
|
|
2023
Q2 | $7.75M | Buy |
294,084
+32,603
| +12% | +$859K | 3.25% | 6 |
|
|
2023
Q1 | $6.77M | Buy |
261,481
+9,102
| +4% | +$236K | 3% | 10 |
|
|
2022
Q4 | $6.09M | Buy |
252,379
+2,386
| +1% | +$57.6K | 2.75% | 19 |
|
|
2022
Q3 | $5.95M | Buy |
249,993
+7,981
| +3% | +$190K | 3.03% | 12 |
|
|
2022
Q2 | $5.9M | Buy |
242,012
+15,286
| +7% | +$373K | 2.8% | 15 |
|
|
2022
Q1 | $5.86M | Buy |
226,726
+14,193
| +7% | +$367K | 2.61% | 17 |
|
|
2021
Q4 | $4.67M | Buy |
212,533
+6,557
| +3% | +$144K | 2.19% | 27 |
|
|
2021
Q3 | $4.46M | Buy |
205,976
+16,889
| +9% | +$365K | 2.45% | 25 |
|
|
2021
Q2 | $4.56M | Buy |
189,087
+7,762
| +4% | +$187K | 2.68% | 18 |
|
|
2021
Q1 | $3.99M | Buy |
181,325
+1,631
| +0.9% | +$35.9K | 2.73% | 22 |
|
|
2020
Q4 | $3.52M | Buy |
179,694
+15,471
| +9% | +$303K | 2.61% | 22 |
|
|
2020
Q3 | $2.59M | Buy |
164,223
+8,867
| +6% | +$140K | 2.4% | 26 |
|
|
2020
Q2 | $2.82M | Buy |
155,356
+18,656
| +14% | +$339K | 2.71% | 28 |
|
|
2020
Q1 | $1.96M | Buy |
136,700
+16,724
| +14% | +$239K | 2.24% | 26 |
|
|
2019
Q4 | $3.38M | Buy |
+119,976
| New | +$3.38M | 3% | 21 |
|