Retirement Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $192K | Buy |
6,575
+1,653
| +34% | +$48.2K | 0.07% | 113 |
|
|
2023
Q4 | $130K | Buy |
4,922
+1,033
| +27% | +$27.2K | 0.05% | 137 |
|
|
2023
Q3 | $106K | Buy |
3,889
+327
| +9% | +$8.95K | 0.04% | 142 |
|
|
2023
Q2 | $93.9K | Buy |
3,562
+356
| +11% | +$9.38K | 0.04% | 150 |
|
|
2023
Q1 | $83K | Buy |
3,206
+205
| +7% | +$5.31K | 0.04% | 150 |
|
|
2022
Q4 | $72K | Buy |
3,001
+6
| +0.2% | +$144 | 0.03% | 156 |
|
|
2022
Q3 | $71K | Buy |
2,995
+5
| +0.2% | +$119 | 0.06% | 102 |
|
|
2022
Q2 | $73K | Buy |
2,990
+300
| +11% | +$7.32K | 0.03% | 180 |
|
|
2022
Q1 | $69K | Buy |
2,690
+1,810
| +206% | +$46.4K | 0.03% | 202 |
|
|
2021
Q4 | $19K | Hold |
880
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $19K | Sell |
880
-8,000
| -90% | -$173K | 0.01% | 313 |
|
|
2021
Q2 | $214K | Buy |
8,880
+200
| +2% | +$4.82K | 0.1% | 106 |
|
|
2021
Q1 | $191K | Buy |
8,680
+15
| +0.2% | +$330 | 0.09% | 134 |
|
|
2020
Q4 | $169K | Buy |
8,665
+15
| +0.2% | +$293 | 0.08% | 139 |
|
|
2020
Q3 | $137K | Buy |
8,650
+15
| +0.2% | +$238 | 0.08% | 154 |
|
|
2020
Q2 | $157K | Buy |
+8,635
| New | +$157K | 0.1% | 129 |
|
|
2019
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 359 |
|