Meristem Family Wealth’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $483K | Sell |
18,709
-880
| -4% | -$22.7K | 0.05% | 186 |
|
|
2021
Q4 | $430K | Sell |
19,589
-4,300
| -18% | -$94.4K | 0.04% | 242 |
|
|
2021
Q3 | $517K | Buy |
23,889
+6,460
| +37% | +$140K | 0.05% | 221 |
|
|
2021
Q2 | $421K | Hold |
17,429
| – | – | 0.07% | 187 |
|
|
2021
Q1 | $384K | Buy |
+17,429
| New | +$384K | 0.08% | 152 |
|
|
2020
Q2 | – | Sell |
-15,264
| Closed | -$218K | – | 197 |
|
|
2020
Q1 | $218K | Buy |
15,264
+8,036
| +111% | +$115K | 0.07% | 162 |
|
|
2019
Q4 | $204K | Buy |
+7,228
| New | +$204K | 0.05% | 189 |
|