Meristem Family Wealth’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$483K Sell
2021
Q4
$430K Sell
2021
Q3
$517K Buy
2021
Q2
$421K Hold
2021
Q1
$384K Buy
2020
Q2
Sell
2020
Q1
$218K Buy
2019
Q4
$204K Buy