RE Dickinson Investment 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	$2.63M	Buy	8,374 +1,151	+16%	+$35.4K	0.15%	43
2024 Q3	$210K	Buy	7,223 +2,301	+47%	+$67.2K	0.12%	47
2024 Q2	$143K	Buy	4,922 +2,353	+92%	+$67.5K	0.09%	57
2024 Q1	$75K	Sell	2,569 -861	-25%	-$23.6K	0.05%	64
2023 Q4	$90K	Sell	3,430 -150	-4%	-$4K	0.06%	61
2023 Q3	$98K	Hold	3,580	–	–	0.07%	59
2023 Q2	$94K	Hold	3,580	–	–	0.03%	120
2023 Q1	$93K	Buy	3,580 +150	+4%	+$3.85K	0.03%	126
2022 Q4	$83K	Hold	3,430	–	–	0.03%	123
2022 Q3	$82K	Hold	3,430	–	–	0.07%	57
2022 Q2	$84	Hold	3,430	–	–	0.01%	61
2022 Q1	$89K	Hold	3,430	–	–	0.06%	64
2021 Q4	$75K	Buy	+3,430	New	+$76.9K	0.06%	68