Trellis 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
Q4 | – | Sell |
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|
2023
Q3 | $923K | Hold |
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|
2023
Q2 | $889K | Hold |
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|
2023
Q1 | $874K | Hold |
|
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|
2022
Q4 | $814K | Hold |
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|
2022
Q3 | $802K | Hold |
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|
2022
Q2 | $822K | Hold |
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|
2022
Q1 | $871K | Hold |
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|
2021
Q4 | $741K | Hold |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $814K | Hold |
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|
2021
Q1 | $743K | Hold |
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|
2020
Q4 | $661K | Sell |
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|
2020
Q3 | $573K | Hold |
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|
2020
Q2 | $659K | Hold |
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|
2020
Q1 | $519K | Hold |
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|
2019
Q4 | $1.02M | Buy |
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