MAM
McCarthy Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-249
| Closed | -$6K | – | 116 |
|
|
2022
Q1 | $6K | Buy |
249
+5
| +2% | +$120 | ﹤0.01% | 184 |
|
|
2021
Q4 | $5K | Buy |
244
+5
| +2% | +$102 | ﹤0.01% | 188 |
|
|
2021
Q3 | $5K | Buy |
239
+4
| +2% | +$84 | ﹤0.01% | 194 |
|
|
2021
Q2 | $6K | Buy |
235
+5
| +2% | +$128 | ﹤0.01% | 230 |
|
|
2021
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 210 |
|