RPg Family Wealth Advisory’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
2026 Q1	$373K	Buy	+9,863	New	+$349K	0.08%	108
2023 Q3	–	Sell	-8,875	Closed	-$234K	–	110
2023 Q2	$234K	Buy	+8,875	New	+$232K	0.09%	106
2020 Q2	–	Sell	-9,445	Closed	-$135K	–	284
2020 Q1	$135K	Buy	9,445 +484	+5%	+$11.2K	0.1%	99
2019 Q4	$252K	Sell	8,961 -1,616	-15%	-$43.8K	0.15%	88
2019 Q3	$302K	Hold	10,577	–	–	0.18%	84
2019 Q2	$305K	Sell	10,577 -2,348	-18%	-$67.7K	0.18%	82
2019 Q1	$376K	Buy	12,925 +5,278	+69%	+$147K	0.22%	79
2018 Q4	$188K	Buy	7,647 +177	+2%	+$4.74K	0.18%	60
2018 Q3	$215K	Buy	7,470 +72	+1%	+$2.08K	0.16%	63
2018 Q2	$205K	Buy	7,398 +2,483	+51%	+$67.9K	0.16%	65
2018 Q1	$120K	Buy	4,915 +1,048	+27%	+$27.9K	0.1%	56
2017 Q4	$103K	Hold	3,867	–	–	0.09%	63
2017 Q3	$101K	Sell	3,867 -1,032	-21%	-$27.3K	0.08%	74
2017 Q2	$133K	Buy	4,899 +1,232	+34%	+$33.4K	0.12%	64
2017 Q1	$101K	Buy	3,667 +2,667	+267%	+$74.5K	0.08%	73
2016 Q4	$27K	Buy	+1,000	New	+$26.1K	0.02%	162
2016 Q2	–	Sell	-5,000	Closed	-$123K	–	263
2016 Q1	$123K	Buy	5,000 +200	+4%	+$4.66K	0.1%	78
2015 Q4	$123K	Buy	+4,800	New	+$125K	0.11%	48