Zimmermann Investment Management & Planning’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,049
| Closed | -$234K | – | 34 |
|
|
2024
Q3 | $234K | Buy |
8,049
+51
| +0.6% | +$1.49K | 0.07% | 134 |
|
|
2024
Q2 | $232K | Buy |
7,998
+25
| +0.3% | +$725 | 0.08% | 121 |
|
|
2024
Q1 | $233K | Buy |
7,973
+127
| +2% | +$3.71K | 0.08% | 120 |
|
|
2023
Q4 | $207K | Buy |
+7,846
| New | +$207K | 0.08% | 117 |
|
|
2023
Q2 | – | Sell |
-7,848
| Closed | -$203K | – | 108 |
|
|
2023
Q1 | $203K | Buy |
+7,848
| New | +$203K | 0.11% | 110 |
|