PS
Planned Solutions’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-828
| Closed | -$24.1K | – | 261 |
|
|
2024
Q3 | $24.1K | Buy |
+828
| New | +$24.1K | 0.01% | 370 |
|
|
2024
Q1 | – | Sell |
-828
| Closed | -$21.8K | – | 222 |
|
|
2023
Q4 | $21.8K | Buy |
+828
| New | +$21.8K | 0.01% | 364 |
|
|
2021
Q1 | – | Sell |
-2,300
| Closed | -$45K | – | 163 |
|
|
2020
Q4 | $45K | Buy |
2,300
+2,000
| +667% | +$39.1K | 0.04% | 216 |
|
|
2020
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 278 |
|