AWA
Aaron Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34,939
| Closed | -$851K | – | 230 |
|
|
2022
Q2 | $851K | Sell |
34,939
-372,394
| -91% | -$9.07M | 0.21% | 69 |
|
|
2022
Q1 | $15.8M | Buy |
407,333
+391,551
| +2,481% | +$15.2M | 0.22% | 52 |
|
|
2021
Q4 | $346K | Buy |
15,782
+3,268
| +26% | +$71.6K | 0.1% | 127 |
|
|
2021
Q3 | $270K | Hold |
12,514
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $301K | Buy |
+12,514
| New | +$301K | 0.1% | 127 |
|