SDAM
Shulman DeMeo Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,582
| Closed | -$584K | – | 146 |
|
|
2021
Q4 | $584K | Sell |
26,582
-1,843
| -6% | -$40.5K | 0.15% | 61 |
|
|
2021
Q3 | $615K | Buy |
+28,425
| New | +$615K | 0.53% | 31 |
|
|
2021
Q2 | – | Sell |
-27,496
| Closed | -$605K | – | 87 |
|
|
2021
Q1 | $605K | Buy |
27,496
+680
| +3% | +$15K | 0.16% | 61 |
|
|
2020
Q4 | $525K | Buy |
26,816
+133
| +0.5% | +$2.6K | 0.15% | 65 |
|
|
2020
Q3 | $421K | Buy |
26,683
+1,949
| +8% | +$30.8K | 0.14% | 70 |
|
|
2020
Q2 | $449K | Buy |
24,734
+554
| +2% | +$10.1K | 0.17% | 60 |
|
|
2020
Q1 | $346K | Buy |
24,180
+354
| +1% | +$5.07K | 0.16% | 60 |
|
|
2019
Q4 | $671K | Sell |
23,826
-2,255
| -9% | -$63.5K | 0.23% | 48 |
|
|
2019
Q3 | $745K | Buy |
26,081
+349
| +1% | +$9.97K | 0.25% | 44 |
|
|
2019
Q2 | $743K | Buy |
25,732
+334
| +1% | +$9.64K | 0.27% | 39 |
|
|
2019
Q1 | $739K | Buy |
+25,398
| New | +$739K | 0.28% | 41 |
|