Alpha Omega Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-418
| Closed | -$12K | – | 325 |
|
|
2019
Q2 | $12K | Hold |
418
| – | – | 0.01% | 422 |
|
|
2019
Q1 | $12K | Hold |
418
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $10K | Hold |
418
| – | – | 0.01% | 365 |
|
|
2018
Q3 | $12K | Hold |
418
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $12K | Hold |
418
| – | – | 0.01% | 364 |
|
|
2018
Q1 | $10K | Hold |
418
| – | – | 0.01% | 343 |
|
|
2017
Q4 | $11K | Sell |
418
-140
| -25% | -$3.68K | 0.01% | 337 |
|
|
2017
Q3 | $15K | Hold |
558
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $15K | Hold |
558
| – | – | 0.01% | 310 |
|
|
2017
Q1 | $15K | Hold |
558
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $15K | Buy |
+558
| New | +$15K | 0.01% | 310 |
|