AWA
EPD icon

AmeriServ Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

AmeriServ Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-8,712
Closed -$260K – 83
2015
Q2 		$260K Sell
8,712
-726
-8% -$23.8K 0.3% 66
2015
Q1 		$311K Sell
9,438
-175
-2% -$5.86K 0.36% 59
2014
Q4 		$348K Sell
9,613
-2,619
-21% -$96.8K 0.34% 78
2014
Q3 		$493K Hold
12,232
– – 0.85% 47
2014
Q2 		$479K Buy
12,232
+702
+6% +$25.9K 0.51% 55
2014
Q1 		$400K Sell
11,530
-202
-2% -$6.7K 0.4% 70
2013
Q4 		$389K Buy
11,732
+546
+5% +$17K 0.23% 114
2013
Q3 		$341K Buy
11,186
+1,400
+14% +$42.8K 0.22% 125
2013
Q2 		$304K Buy
+9,786
New +$296K 0.2% 133

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HFA
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O
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