AWA
Acorn Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,056
| Closed | -$660K | – | 110 |
|
|
2019
Q4 | $660K | Sell |
23,056
-3,348
| -13% | -$95.8K | 0.56% | 38 |
|
|
2019
Q3 | $700K | Buy |
26,404
+270
| +1% | +$7.16K | 0.6% | 36 |
|
|
2019
Q2 | $741K | Buy |
26,134
+538
| +2% | +$15.3K | 0.68% | 33 |
|
|
2019
Q1 | $751K | Buy |
25,596
+520
| +2% | +$15.3K | 0.68% | 30 |
|
|
2018
Q4 | $692K | Buy |
25,076
+386
| +2% | +$10.7K | 0.71% | 30 |
|
|
2018
Q3 | $664K | Buy |
24,690
+1,552
| +7% | +$41.7K | 0.66% | 35 |
|
|
2018
Q2 | $634K | Buy |
23,138
+4,164
| +22% | +$114K | 0.54% | 33 |
|
|
2018
Q1 | $514K | Buy |
18,974
+386
| +2% | +$10.5K | 0.44% | 40 |
|
|
2017
Q4 | $514K | Buy |
+18,588
| New | +$514K | 0.47% | 39 |
|