AA
Apriem Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,583
| Closed | -$363K | – | 131 |
|
|
2019
Q2 | $363K | Buy |
12,583
+185
| +1% | +$5.34K | 0.11% | 90 |
|
|
2019
Q1 | $361K | Buy |
12,398
+187
| +2% | +$5.45K | 0.1% | 88 |
|
|
2018
Q4 | $300K | Buy |
12,211
+187
| +2% | +$4.59K | 0.11% | 94 |
|
|
2018
Q3 | $345K | Buy |
12,024
+169
| +1% | +$4.85K | 0.08% | 99 |
|
|
2018
Q2 | $328K | Sell |
11,855
-822
| -6% | -$22.7K | 0.07% | 94 |
|
|
2018
Q1 | $310K | Buy |
12,677
+178
| +1% | +$4.35K | 0.08% | 96 |
|
|
2017
Q4 | $331K | Buy |
12,499
+1,197
| +11% | +$31.7K | 0.08% | 93 |
|
|
2017
Q3 | $295K | Buy |
11,302
+177
| +2% | +$4.62K | 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% | -$17.7K | ﹤0.01% | 421 |
|
|
2016
Q2 | $28K | Sell |
962
-988
| -51% | -$28.8K | 0.01% | 292 |
|
|
2016
Q1 | $48K | Buy |
1,950
+750
| +63% | +$18.5K | 0.02% | 200 |
|
|
2015
Q4 | $31K | Sell |
1,200
-1,000
| -45% | -$25.8K | 0.01% | 245 |
|
|
2015
Q3 | $55K | Buy |
2,200
+800
| +57% | +$20K | 0.02% | 191 |
|
|
2015
Q2 | $42K | Sell |
1,400
-1
| -0.1% | -$30 | 0.01% | 232 |
|
|
2015
Q1 | $46K | Sell |
1,401
-169
| -11% | -$5.55K | 0.02% | 216 |
|
|
2014
Q4 | $57K | Sell |
1,570
-45,287
| -97% | -$1.64M | 0.02% | 177 |
|
|
2014
Q3 | $1.89M | Buy |
46,857
+23,429
| +100% | +$944K | 0.72% | 48 |
|
|
2014
Q2 | $1.83M | Sell |
23,428
-1,791
| -7% | -$140K | 0.7% | 46 |
|
|
2014
Q1 | $1.75M | Buy |
25,219
+1
| +0% | +$69 | 0.66% | 50 |
|
|
2013
Q4 | $1.67M | Buy |
25,218
+745
| +3% | +$49.4K | 0.66% | 49 |
|
|
2013
Q3 | $1.49M | Sell |
24,473
-28
| -0.1% | -$1.71K | 0.65% | 46 |
|
|
2013
Q2 | $1.52M | Buy |
+24,501
| New | +$1.52M | 0.75% | 44 |
|