Affiance Financial’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-50
| Closed | -$1.21K | – | 191 |
|
2022
Q4 | $1.21K | Buy |
+50
| New | +$1.21K | ﹤0.01% | 395 |
|
2017
Q2 | – | Sell |
-29,241
| Closed | -$807K | – | 75 |
|
2017
Q1 | $807K | Hold |
29,241
| – | – | 0.62% | 29 |
|
2016
Q4 | $791K | Hold |
29,241
| – | – | 0.63% | 31 |
|
2016
Q3 | $808K | Hold |
29,241
| – | – | 0.66% | 29 |
|
2016
Q2 | $856K | Sell |
29,241
-1,690
| -5% | -$49.5K | 0.72% | 27 |
|
2016
Q1 | $762K | Sell |
30,931
-29,965
| -49% | -$738K | 0.73% | 29 |
|
2015
Q4 | $1.56M | Hold |
60,896
| – | – | 1.6% | 14 |
|
2015
Q3 | $1.52M | Sell |
60,896
-25,637
| -30% | -$638K | 1.9% | 11 |
|
2015
Q2 | $2.59M | Sell |
86,533
-1,700
| -2% | -$50.8K | 3.3% | 8 |
|
2015
Q1 | $2.91M | Sell |
88,233
-1,449
| -2% | -$47.7K | 4.42% | 4 |
|
2014
Q4 | $3.24M | Buy |
+89,682
| New | +$3.24M | 5.69% | 3 |
|