Apriem Advisors’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
Q3
Sell
-12,583
Closed -$363K 131
2019
Q2
$363K Buy
12,583
+185
+1% +$5.33K 0.11% 90
2019
Q1
$361K Buy
12,398
+187
+2% +$5.22K 0.1% 88
2018
Q4
$300K Buy
12,211
+187
+2% +$5K 0.11% 94
2018
Q3
$345K Buy
12,024
+169
+1% +$4.88K 0.08% 99
2018
Q2
$328K Sell
11,855
-822
-6% -$22.5K 0.07% 94
2018
Q1
$310K Buy
12,677
+178
+1% +$4.74K 0.08% 96
2017
Q4
$331K Buy
12,499
+1,197
+11% +$30.3K 0.08% 93
2017
Q3
$295K Buy
11,302
+177
+2% +$4.68K 0.07% 105
2017
Q2
$301K Buy
11,125
+10,825
+3,608% +$293K 0.08% 96
2017
Q1
$8K Hold
300
﹤0.01% 435
2016
Q4
$8K Hold
300
﹤0.01% 456
2016
Q3
$8K Sell
300
-662
-69% -$18.3K ﹤0.01% 421
2016
Q2
$28K Sell
962
-988
-51% -$26.5K 0.01% 292
2016
Q1
$48K Buy
1,950
+750
+63% +$17.5K 0.02% 200
2015
Q4
$31K Sell
1,200
-1,000
-45% -$26K 0.01% 245
2015
Q3
$55K Buy
2,200
+800
+57% +$22.2K 0.02% 191
2015
Q2
$42K Sell
1,400
-1
-0.1% -$33 0.01% 232
2015
Q1
$46K Sell
1,401
-169
-11% -$5.66K 0.02% 216
2014
Q4
$57K Sell
1,570
-45,287
-97% -$1.67M 0.02% 177
2014
Q3
$1.89M Buy
46,857
+1
+0% +$39 0.72% 48
2014
Q2
$1.83M Sell
46,856
-3,582
-7% -$132K 0.7% 46
2014
Q1
$1.75M Buy
50,438
+2
+0% +$66 0.66% 50
2013
Q4
$1.67M Buy
50,436
+1,490
+3% +$46.4K 0.66% 49
2013
Q3
$1.49M Sell
48,946
-56
-0.1% -$1.71K 0.65% 46
2013
Q2
$1.52M Buy
+49,002
New +$1.48M 0.75% 44

Other funds holding EPD