Annex Advisory Services’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,240
| Closed | -$193K | – | 195 |
|
|
2020
Q3 | $193K | Buy |
+12,240
| New | +$193K | 0.02% | 131 |
|
|
2016
Q2 | – | Sell |
-23,109
| Closed | -$569K | – | 119 |
|
|
2016
Q1 | $569K | Buy |
23,109
+2,034
| +10% | +$50.1K | 0.16% | 63 |
|
|
2015
Q4 | $539K | Buy |
21,075
+2,135
| +11% | +$54.6K | 0.16% | 63 |
|
|
2015
Q3 | $472K | Buy |
18,940
+5,239
| +38% | +$131K | 0.15% | 63 |
|
|
2015
Q2 | $410K | Buy |
13,701
+3,520
| +35% | +$105K | 0.13% | 68 |
|
|
2015
Q1 | $335K | Buy |
+10,181
| New | +$335K | 0.11% | 68 |
|