KJWM
Kiley Juergens Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+13,539
| New | +$420K | 0.1% | 70 |
|
|
2023
Q2 | – | Sell |
-15,003
| Closed | -$389K | – | 73 |
|
|
2023
Q1 | $389K | Buy |
15,003
+2,057
| +16% | +$53.3K | 0.15% | 68 |
|
|
2022
Q4 | $312K | Buy |
+12,946
| New | +$312K | 0.13% | 69 |
|
|
2022
Q3 | – | Sell |
-12,835
| Closed | -$312K | – | 72 |
|
|
2022
Q2 | $312K | Buy |
+12,835
| New | +$312K | 0.15% | 68 |
|
|
2022
Q1 | – | Sell |
-12,728
| Closed | -$279K | – | 58 |
|
|
2021
Q4 | $279K | Buy |
+12,728
| New | +$279K | 0.11% | 69 |
|
|
2020
Q3 | – | Sell |
-11,074
| Closed | -$201K | – | 47 |
|
|
2020
Q2 | $201K | Buy |
+11,074
| New | +$201K | 0.17% | 47 |
|
|
2018
Q4 | – | Sell |
-6,730
| Closed | -$193K | – | 219 |
|
|
2018
Q3 | $193K | Sell |
6,730
-236
| -3% | -$6.77K | 0.14% | 102 |
|
|
2018
Q2 | $192K | Buy |
+6,966
| New | +$192K | 0.17% | 81 |
|
|
2018
Q1 | – | Sell |
-4,928
| Closed | -$130K | – | 239 |
|
|
2017
Q4 | $130K | Buy |
+4,928
| New | +$130K | 0.12% | 107 |
|