Arbor Wealth Management’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
Q1 | – | Sell |
-41,994
| Closed | -$1.18M | – | 44 |
|
|
2019
Q4 | $1.18M | Buy |
41,994
+16,562
| +65% | +$467K | 0.49% | 41 |
|
|
2019
Q3 | $727K | Buy |
25,432
+2,008
| +9% | +$57.4K | 0.37% | 38 |
|
|
2019
Q2 | $676K | Hold |
23,424
| – | – | 0.36% | 38 |
|
|
2019
Q1 | $682K | Sell |
23,424
-465
| -2% | -$13.5K | 0.41% | 40 |
|
|
2018
Q4 | $587K | Sell |
23,889
-1,331
| -5% | -$32.7K | 0.52% | 36 |
|
|
2018
Q3 | $724K | Hold |
25,220
| – | – | 0.57% | 42 |
|
|
2018
Q2 | $728K | Buy |
25,220
+2,389
| +10% | +$69K | 0.57% | 44 |
|
|
2018
Q1 | $631K | Sell |
22,831
-699
| -3% | -$19.3K | 0.54% | 42 |
|
|
2017
Q4 | $623K | Buy |
23,530
+4,694
| +25% | +$124K | 0.47% | 46 |
|
|
2017
Q3 | $453K | Buy |
+18,836
| New | +$453K | 0.39% | 46 |
|