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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-11,630
Closed -$286K 154
2018
Q4
$286K Sell
11,630
-599
-5% -$16K 0.12% 120
2018
Q3
$351K Buy
12,229
+277
+2% +$8K 0.13% 118
2018
Q2
$331K Buy
11,952
+1,766
+17% +$48.3K 0.13% 116
2018
Q1
$249K Sell
10,186
-796
-7% -$21.2K 0.11% 130
2017
Q4
$291K Sell
10,982
-122
-1% -$3.09K 0.12% 124
2017
Q3
$289K Buy
+11,104
New +$294K 0.14% 110
2017
Q1
Sell
-7,518
Closed -$203K 129
2016
Q4
$203K Hold
7,518
0.11% 124
2016
Q3
$208K Hold
7,518
0.11% 124
2016
Q2
$220K Buy
+7,518
New +$202K 0.12% 122
2015
Q3
Sell
-8,306
Closed -$248K 110
2015
Q2
$248K Hold
8,306
0.15% 99
2015
Q1
$274K Hold
8,306
0.17% 96
2014
Q4
$306K Hold
8,306
0.19% 94
2014
Q3
$335K Sell
8,306
-500
-6% -$19.6K 0.22% 93
2014
Q2
$345K Hold
8,806
0.22% 91
2014
Q1
$305K Sell
8,806
-1,600
-15% -$53K 0.19% 94
2013
Q4
$345K Buy
10,406
+1,400
+16% +$43.6K 0.21% 92
2013
Q3
$275K Sell
9,006
-574
-6% -$17.5K 0.18% 100
2013
Q2
$298K Buy
+9,580
New +$290K 0.2% 95

Other funds holding EPD