Scholtz & Company’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,625
| Closed | -$666K | – | 39 |
|
|
2022
Q4 | $666K | Sell |
27,625
-2,925
| -10% | -$70.5K | 0.47% | 35 |
|
|
2022
Q3 | $764K | Buy |
+30,550
| New | +$764K | 0.55% | 33 |
|
|
2015
Q3 | – | Sell |
-29,930
| Closed | -$895K | – | 49 |
|
|
2015
Q2 | $895K | Buy |
29,930
+1,500
| +5% | +$44.9K | 0.88% | 38 |
|
|
2015
Q1 | $936K | Buy |
28,430
+18,992
| +201% | +$625K | 0.9% | 37 |
|
|
2014
Q4 | $341K | Buy |
+9,438
| New | +$341K | 0.35% | 46 |
|