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Adams Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Adams Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-936
Closed -$15K – 155
2020
Q3 		$15K Buy
+936
New +$16.4K 0.01% 163

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Adams Wealth Management's EPD Position: Q4 2020 in Review

Adams Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2020, closing a stake of 936 shares — an estimated $15K sold.

Adams Wealth Management first reported a position in EPD in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold EPD as of Q4 2020.

  • Adams Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 936 Enterprise Products Partners shares in Q4 2020, an estimated $15K.
  • Adams Wealth Management first reported a position in Enterprise Products Partners in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Enterprise Products Partners position peaked at $15K in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.