TCI Wealth Advisors’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
2023 Q2	–	Sell	-647	Closed	-$16.8K	–	834
2023 Q1	$16.8K	Buy	+647	New	+$16.6K	﹤0.01%	801
2022 Q1	–	Sell	-400	Closed	-$9K	–	2284
2021 Q4	$9K	Buy	+400	New	+$8.97K	﹤0.01%	1249
2020 Q3	–	Sell	-200	Closed	-$4K	–	1563
2020 Q2	$4K	Sell	200 -1,500	-88%	-$26.8K	﹤0.01%	791
2020 Q1	$24K	Buy	1,700 +1,500	+750%	+$34.8K	0.01%	426
2019 Q4	$6K	Sell	200 -800	-80%	-$21.7K	﹤0.01%	806
2019 Q3	$29K	Buy	1,000 +800	+400%	+$23.3K	0.01%	427
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	723
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	733
2018 Q4	$5K	Sell	200 -36	-15%	-$964	﹤0.01%	757
2018 Q3	$7K	Sell	236 -72	-23%	-$2.08K	﹤0.01%	709
2018 Q2	$9K	Buy	+308	New	+$8.42K	﹤0.01%	649
2017 Q4	–	Sell	-258	Closed	-$7K	–	1387
2017 Q3	$7K	Hold	258	–	–	﹤0.01%	663
2017 Q2	$7K	Buy	+258	New	+$6.99K	﹤0.01%	663
2016 Q4	–	Sell	-780	Closed	-$22K	–	1383
2016 Q3	$22K	Hold	780	–	–	0.01%	429
2016 Q2	$23K	Sell	780 -734	-48%	-$19.7K	0.01%	417
2016 Q1	$37K	Buy	1,514 +734	+94%	+$17.1K	0.02%	339
2015 Q4	$20K	Sell	780 -1,540	-66%	-$40K	0.01%	439
2015 Q3	$58K	Sell	2,320 -850	-27%	-$23.6K	0.04%	264
2015 Q2	$95K	Hold	3,170	–	–	0.05%	198
2015 Q1	$104K	Buy	3,170 +780	+33%	+$26.1K	0.07%	169
2014 Q4	$86K	Hold	2,390	–	–	0.05%	194
2014 Q3	$96K	Hold	2,390	–	–	0.06%	173
2014 Q2	$94K	Sell	2,390 -800	-25%	-$29.5K	0.06%	177
2014 Q1	$111K	Hold	3,190	–	–	0.07%	159
2013 Q4	$106K	Buy	3,190 +2,390	+299%	+$74.5K	0.07%	159
2013 Q3	$24K	Hold	800	–	–	0.02%	275
2013 Q2	$25K	Buy	+800	New	+$24.2K	0.02%	281