AWM
Aries Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,200
| Closed | -$207K | – | 139 |
|
|
2019
Q4 | $207K | Buy |
+7,200
| New | +$207K | 0.13% | 146 |
|
|
2019
Q3 | – | Sell |
-7,200
| Closed | -$212K | – | 161 |
|
|
2019
Q2 | $212K | Hold |
7,200
| – | – | 0.15% | 141 |
|
|
2019
Q1 | $210K | Buy |
+7,200
| New | +$210K | 0.16% | 138 |
|