Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,325
| Closed | -$29K | – | 190 |
|
|
2021
Q1 | $29K | Sell |
1,325
-678
| -34% | -$14.8K | 0.02% | 231 |
|
|
2020
Q4 | $39K | Sell |
2,003
-5,952
| -75% | -$116K | 0.03% | 212 |
|
|
2020
Q3 | $126K | Sell |
7,955
-156
| -2% | -$2.47K | 0.1% | 133 |
|
|
2020
Q2 | $147K | Buy |
8,111
+19
| +0.2% | +$344 | 0.12% | 125 |
|
|
2020
Q1 | $116K | Sell |
8,092
-70
| -0.9% | -$1K | 0.11% | 135 |
|
|
2019
Q4 | $230K | Buy |
+8,162
| New | +$230K | 0.18% | 115 |
|