Rational Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,292	Closed	-$37.6K	–	132
2024 Q3	$37.6K	Sell	1,292 -207	-14%	-$6.05K	﹤0.01%	149
2024 Q2	$43.4K	Sell	1,499 -85	-5%	-$2.44K	﹤0.01%	164
2024 Q1	$46.2K	Hold	1,584	–	–	﹤0.01%	187
2023 Q4	$41.7K	Hold	1,584	–	–	﹤0.01%	182
2023 Q3	$43.4K	Buy	+1,584	New	+$42.4K	﹤0.01%	169
2020 Q4	–	Sell	-392	Closed	-$6K	–	333
2020 Q3	$6K	Buy	+392	New	+$6.87K	﹤0.01%	344
2018 Q2	–	Sell	-22,000	Closed	-$539K	–	526
2018 Q1	$539K	Sell	22,000 -3,800	-15%	-$101K	0.25%	128
2017 Q4	$684K	Hold	25,800	–	–	0.35%	116
2017 Q3	$673K	Hold	25,800	–	–	0.36%	92
2017 Q2	$699K	Hold	25,800	–	–	0.44%	85
2017 Q1	$712K	Buy	+25,800	New	+$721K	0.47%	78
2016 Q4	–	Sell	-25,800	Closed	-$713K	–	242
2016 Q3	$713K	Buy	+25,800	New	+$713K	0.47%	69
2016 Q2	–	Sell	-9,400	Closed	-$231K	–	218
2016 Q1	$231K	Buy	+9,400	New	+$219K	0.15%	136
2015 Q3	$276K	Sell	11,100 -7,900	-42%	-$219K	0.11%	149
2015 Q2	$568K	Sell	19,000 -4,200	-18%	-$137K	0.18%	130
2015 Q1	$764K	Sell	23,200 -20,700	-47%	-$694K	0.18%	136
2014 Q4	$1.59M	Buy	+43,900	New	+$1.62M	0.31%	105
2013 Q4	$5.36M	Sell	161,540 -800	-0.5%	-$24.9K	0.46%	63
2013 Q3	$4.96M	Sell	162,340 -20,000	-11%	-$611K	0.38%	65
2013 Q2	$5.67M	Buy	+182,340	New	+$5.52M	0.48%	50