LAM
Lewis Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,075
| Closed | -$322K | – | 134 |
|
|
2024
Q3 | $322K | Sell |
11,075
-5,000
| -31% | -$146K | 0.24% | 101 |
|
|
2024
Q2 | $466K | Hold |
16,075
| – | – | 0.36% | 64 |
|
|
2024
Q1 | $469K | Hold |
16,075
| – | – | 0.39% | 63 |
|
|
2023
Q4 | $424K | Buy |
+16,075
| New | +$424K | 0.39% | 65 |
|