RMAM
Raab & Moskowitz Asset Management’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Buy |
+10,870
| New | +$337K | 0.08% | 157 |
|
2023
Q4 | – | Sell |
-8,161
| Closed | -$223K | – | 165 |
|
2023
Q3 | $223K | Buy |
+8,161
| New | +$223K | 0.08% | 154 |
|
2020
Q1 | – | Sell |
-1,172
| Closed | -$33K | – | 241 |
|
2019
Q4 | $33K | Buy |
+1,172
| New | +$33K | 0.01% | 292 |
|
2018
Q4 | – | Sell |
-1,372
| Closed | -$39K | – | 257 |
|
2018
Q3 | $39K | Buy |
+1,372
| New | +$39K | 0.02% | 278 |
|
2015
Q1 | – | Sell |
-4,080
| Closed | -$147K | – | 191 |
|
2014
Q4 | $147K | Sell |
4,080
-10,960
| -73% | -$395K | 0.08% | 129 |
|
2014
Q3 | $606K | Buy |
15,040
+7,520
| +100% | +$303K | 0.29% | 96 |
|
2014
Q2 | $589K | Hold |
7,520
| – | – | 0.28% | 96 |
|
2014
Q1 | $522K | Sell |
7,520
-200
| -3% | -$13.9K | 0.29% | 99 |
|
2013
Q4 | $512K | Buy |
+7,720
| New | +$512K | 0.29% | 94 |
|