AWM
Aevitas Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,800
| Closed | -$52K | – | 173 |
|
|
2019
Q1 | $52K | Hold |
1,800
| – | – | 0.05% | 185 |
|
|
2018
Q4 | $44K | Hold |
1,800
| – | – | 0.05% | 191 |
|
|
2018
Q3 | $52K | Hold |
1,800
| – | – | 0.05% | 196 |
|
|
2018
Q2 | $50K | Sell |
1,800
-1,930
| -52% | -$53.6K | 0.05% | 192 |
|
|
2018
Q1 | $91K | Hold |
3,730
| – | – | 0.09% | 139 |
|
|
2017
Q4 | $99K | Buy |
+3,730
| New | +$99K | 0.09% | 137 |
|