Simplicity Solutions’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $762K | Buy |
28,936
+3,591
| +14% | +$94.6K | 0.02% | 528 |
|
|
2023
Q3 | $694K | Sell |
25,345
-2,889
| -10% | -$79.1K | 0.02% | 513 |
|
|
2023
Q2 | $744K | Sell |
28,234
-17,355
| -38% | -$457K | 0.02% | 550 |
|
|
2023
Q1 | $1.18M | Buy |
+45,589
| New | +$1.18M | 0.03% | 439 |
|
|
2020
Q4 | – | Sell |
-64,593
| Closed | -$1.02M | – | 946 |
|
|
2020
Q3 | $1.02M | Buy |
64,593
+20,925
| +48% | +$330K | 0.02% | 475 |
|
|
2020
Q2 | $793K | Buy |
+43,668
| New | +$793K | 0.02% | 528 |
|
|
2019
Q2 | – | Sell |
-27,613
| Closed | -$803K | – | 709 |
|
|
2019
Q1 | $803K | Buy |
27,613
+496
| +2% | +$14.4K | 0.05% | 288 |
|
|
2018
Q4 | $667K | Buy |
27,117
+11,362
| +72% | +$279K | 0.09% | 246 |
|
|
2018
Q3 | $453K | Buy |
+15,755
| New | +$453K | 0.03% | 284 |
|