LDFR
Lehman & Derafelo Financial Resources’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.5M | Sell |
103,770
-5,507
| -5% | -$133K | 0.74% | 20 |
|
|
2022
Q3 | $2.6M | Buy |
109,277
+770
| +0.7% | +$18.3K | 0.82% | 17 |
|
|
2022
Q2 | $2.64M | Buy |
108,507
+787
| +0.7% | +$19.2K | 0.82% | 19 |
|
|
2022
Q1 | $2.78M | Buy |
107,720
+2,093
| +2% | +$54K | 0.77% | 20 |
|
|
2021
Q4 | $2.32M | Sell |
105,627
-7,646
| -7% | -$168K | 0.7% | 24 |
|
|
2021
Q3 | $2.45M | Buy |
113,273
+18,729
| +20% | +$405K | 0.8% | 22 |
|
|
2021
Q2 | $2.28M | Buy |
94,544
+4,604
| +5% | +$111K | 0.62% | 29 |
|
|
2021
Q1 | $1.98M | Buy |
89,940
+25,750
| +40% | +$567K | 0.56% | 32 |
|
|
2020
Q4 | $1.26M | Buy |
64,190
+10,250
| +19% | +$201K | 0.38% | 43 |
|
|
2020
Q3 | $852K | Sell |
53,940
-300
| -0.6% | -$4.74K | 0.27% | 49 |
|
|
2020
Q2 | $986K | Sell |
54,240
-3,800
| -7% | -$69.1K | 0.34% | 45 |
|
|
2020
Q1 | $830K | Sell |
58,040
-400
| -0.7% | -$5.72K | 0.35% | 46 |
|
|
2019
Q4 | $1.65M | Sell |
58,440
-13,400
| -19% | -$377K | 0.59% | 33 |
|
|
2019
Q3 | $2.05M | Buy |
71,840
+1,000
| +1% | +$28.6K | 0.79% | 26 |
|
|
2019
Q2 | $2.08M | Sell |
70,840
-4,800
| -6% | -$141K | 0.85% | 24 |
|
|
2019
Q1 | $2.2M | Sell |
75,640
-2,450
| -3% | -$71.3K | 0.95% | 23 |
|
|
2018
Q4 | $1.92M | Buy |
+78,090
| New | +$1.92M | 0.95% | 23 |
|