NWM
NEIRG Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38,254
| Closed | -$1.01M | – | 32 |
|
|
2023
Q2 | $1.01M | Sell |
38,254
-5,127
| -12% | -$135K | 0.19% | 74 |
|
|
2023
Q1 | $1.12M | Buy |
43,381
+3,634
| +9% | +$94.1K | 0.19% | 79 |
|
|
2022
Q4 | $959K | Buy |
39,747
+5,833
| +17% | +$141K | 0.18% | 91 |
|
|
2022
Q3 | $806K | Buy |
+33,914
| New | +$806K | 0.16% | 95 |
|