RDM
Retirement Design & Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-20,534
| Closed | -$601K | – | 18 |
|
|
2016
Q2 | $601K | Hold |
20,534
| – | – | 0.38% | 47 |
|
|
2016
Q1 | $506K | Hold |
20,534
| – | – | 0.36% | 47 |
|
|
2015
Q4 | $525K | Sell |
20,534
-1,466
| -7% | -$37.5K | 0.29% | 50 |
|
|
2015
Q3 | $548K | Buy |
22,000
+270
| +1% | +$6.73K | 0.57% | 41 |
|
|
2015
Q2 | $650K | Buy |
21,730
+841
| +4% | +$25.2K | 0.56% | 42 |
|
|
2015
Q1 | $689K | Sell |
20,889
-1,189
| -5% | -$39.2K | 0.6% | 40 |
|
|
2014
Q4 | $797K | Buy |
+22,078
| New | +$797K | 0.6% | 43 |
|