AWM
Accel Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,056
| Closed | -$183K | – | 374 |
|
|
2023
Q1 | $183K | Buy |
7,056
+86
| +1% | +$2.23K | 0.07% | 230 |
|
|
2022
Q4 | $168K | Buy |
6,970
+91
| +1% | +$2.2K | 0.08% | 177 |
|
|
2022
Q3 | $171K | Buy |
6,879
+82
| +1% | +$2.04K | 0.09% | 173 |
|
|
2022
Q2 | $167K | Sell |
6,797
-106
| -2% | -$2.6K | 0.1% | 161 |
|
|
2022
Q1 | $179K | Buy |
6,903
+72
| +1% | +$1.87K | 0.09% | 170 |
|
|
2021
Q4 | $150K | Sell |
6,831
-507
| -7% | -$11.1K | 0.07% | 201 |
|
|
2021
Q3 | $159K | Sell |
7,338
-94
| -1% | -$2.04K | 0.1% | 160 |
|
|
2021
Q2 | $179K | Sell |
7,432
-3,427
| -32% | -$82.5K | 0.12% | 169 |
|
|
2021
Q1 | $239K | Sell |
10,859
-1,589
| -13% | -$35K | 0.19% | 110 |
|
|
2020
Q4 | $244K | Buy |
+12,448
| New | +$244K | 0.23% | 94 |
|