Secure Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,373
| Closed | -$1.32M | – | 233 |
|
|
2023
Q3 | $1.32M | Sell |
48,373
-24,688
| -34% | -$676K | 0.4% | 55 |
|
|
2023
Q2 | $1.93M | Buy |
73,061
+3,121
| +4% | +$82.2K | 0.59% | 43 |
|
|
2023
Q1 | $1.81M | Buy |
69,940
+4,414
| +7% | +$114K | 0.6% | 46 |
|
|
2022
Q4 | $1.58M | Buy |
65,526
+35,198
| +116% | +$849K | 0.57% | 50 |
|
|
2022
Q3 | $721K | Buy |
30,328
+5,163
| +21% | +$123K | 0.4% | 48 |
|
|
2022
Q2 | $613K | Buy |
25,165
+8,622
| +52% | +$210K | 0.34% | 56 |
|
|
2022
Q1 | $427K | Sell |
16,543
-142
| -0.9% | -$3.67K | 0.19% | 104 |
|
|
2021
Q4 | $366K | Buy |
16,685
+675
| +4% | +$14.8K | 0.15% | 116 |
|
|
2021
Q3 | $346K | Buy |
16,010
+540
| +3% | +$11.7K | 0.17% | 103 |
|
|
2021
Q2 | $373K | Buy |
15,470
+5,516
| +55% | +$133K | 0.19% | 106 |
|
|
2021
Q1 | $219K | Buy |
+9,954
| New | +$219K | 0.12% | 161 |
|
|
2020
Q4 | – | Sell |
-10,900
| Closed | -$172K | – | 157 |
|
|
2020
Q3 | $172K | Sell |
10,900
-6,562
| -38% | -$104K | 0.12% | 138 |
|
|
2020
Q2 | $317K | Buy |
+17,462
| New | +$317K | 0.22% | 107 |
|