AWM
Altavista Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,630
| Closed | -$286K | – | 154 |
|
|
2018
Q4 | $286K | Sell |
11,630
-599
| -5% | -$14.7K | 0.12% | 120 |
|
|
2018
Q3 | $351K | Buy |
12,229
+277
| +2% | +$7.95K | 0.13% | 118 |
|
|
2018
Q2 | $331K | Buy |
11,952
+1,766
| +17% | +$48.9K | 0.13% | 116 |
|
|
2018
Q1 | $249K | Sell |
10,186
-796
| -7% | -$19.5K | 0.11% | 130 |
|
|
2017
Q4 | $291K | Sell |
10,982
-122
| -1% | -$3.23K | 0.12% | 124 |
|
|
2017
Q3 | $289K | Buy |
+11,104
| New | +$289K | 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 | +$220K | 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 | Buy |
8,306
+3,903
| +89% | +$157K | 0.22% | 93 |
|
|
2014
Q2 | $345K | Hold |
4,403
| – | – | 0.22% | 91 |
|
|
2014
Q1 | $305K | Sell |
4,403
-800
| -15% | -$55.4K | 0.19% | 94 |
|
|
2013
Q4 | $345K | Buy |
5,203
+700
| +16% | +$46.4K | 0.21% | 92 |
|
|
2013
Q3 | $275K | Sell |
4,503
-287
| -6% | -$17.5K | 0.18% | 100 |
|
|
2013
Q2 | $298K | Buy |
+4,790
| New | +$298K | 0.2% | 95 |
|