AWS
AJ Wealth Strategies’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,212
| Closed | -$346K | – | 311 |
|
|
2022
Q2 | $346K | Hold |
14,212
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $367K | Hold |
14,212
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $312K | Hold |
14,212
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $308K | Hold |
14,212
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $343K | Hold |
14,212
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $313K | Buy |
+14,212
| New | +$313K | 0.02% | 209 |
|
|
2020
Q2 | – | Sell |
-20,842
| Closed | -$298K | – | 209 |
|
|
2020
Q1 | $298K | Buy |
+20,842
| New | +$298K | 0.04% | 128 |
|