TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $275K | Buy |
|
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $179K | Sell |
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|
2019
Q4 | $813K | Hold |
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|
2019
Q3 | $769K | Buy |
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