AWM
Ameliora Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$37.7K | – | 172 |
|
|
2024
Q2 | $37.7K | Hold |
1,300
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $37.9K | Hold |
1,300
| – | – | 0.02% | 142 |
|
|
2023
Q4 | $34.3K | Hold |
1,300
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $35.6K | Hold |
1,300
| – | – | 0.02% | 138 |
|
|
2023
Q2 | $34.3K | Hold |
1,300
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $33.7K | Hold |
1,300
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $31.4K | Hold |
1,300
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $32K | Buy |
+1,300
| New | +$32K | 0.02% | 162 |
|