Abbot Financial Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-9,200
| Closed | -$259K | – | 115 |
|
2019
Q4 | $259K | Hold |
9,200
| – | – | 0.16% | 106 |
|
2019
Q3 | $263K | Hold |
9,200
| – | – | 0.19% | 104 |
|
2019
Q2 | $266K | Hold |
9,200
| – | – | 0.19% | 101 |
|
2019
Q1 | $268K | Hold |
9,200
| – | – | 0.21% | 91 |
|
2018
Q4 | $226K | Sell |
9,200
-500
| -5% | -$12.3K | 0.2% | 93 |
|
2018
Q3 | $279K | Buy |
9,700
+400
| +4% | +$11.5K | 0.21% | 95 |
|
2018
Q2 | $257K | Buy |
9,300
+600
| +7% | +$16.6K | 0.2% | 92 |
|
2018
Q1 | $213K | Buy |
+8,700
| New | +$213K | 0.17% | 96 |
|