Optimist Retirement Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
63,819
+231
| +0.4% | +$7.16K | 0.95% | 38 |
|
|
2025
Q1 | $2.17M | Sell |
63,588
-3,382
| -5% | -$115K | 1.09% | 30 |
|
|
2024
Q4 | $2.1M | Sell |
66,970
-110
| -0.2% | -$3.45K | 0.99% | 27 |
|
|
2024
Q3 | $1.95M | Buy |
67,080
+2,152
| +3% | +$62.6K | 0.88% | 42 |
|
|
2024
Q2 | $1.88M | Buy |
64,928
+468
| +0.7% | +$13.6K | 0.99% | 32 |
|
|
2024
Q1 | $1.88M | Buy |
64,460
+1,095
| +2% | +$32K | 0.97% | 25 |
|
|
2023
Q4 | $1.67M | Buy |
+63,365
| New | +$1.67M | 1.08% | 24 |
|