NWM
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NEIRG Wealth Management’s Enterprise Products Partners EPD Stock Holding History

NEIRG Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,254
Closed -$1.01M – 34
2023
Q2 		$1.01M Sell
38,254
-5,127
-12% -$134K 0.19% 74
2023
Q1 		$1.12M Buy
43,381
+3,634
+9% +$93.3K 0.19% 79
2022
Q4 		$959K Buy
39,747
+5,833
+17% +$144K 0.18% 91
2022
Q3 		$806K Buy
+33,914
New +$875K 0.16% 95

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TCA
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