BWM
Baystate Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.4K | Buy |
700
+655
| +1,456% | +$17.3K | ﹤0.01% | 576 |
|
|
2023
Q3 | $1.23K | Sell |
45
-67
| -60% | -$1.83K | ﹤0.01% | 866 |
|
|
2023
Q2 | $2.95K | Buy |
+112
| New | +$2.95K | ﹤0.01% | 793 |
|
|
2020
Q2 | – | Sell |
-1,258
| Closed | -$18K | – | 671 |
|
|
2020
Q1 | $18K | Hold |
1,258
| – | – | ﹤0.01% | 294 |
|
|
2019
Q4 | $35K | Sell |
1,258
-1,726
| -58% | -$48K | ﹤0.01% | 262 |
|
|
2019
Q3 | $85K | Sell |
2,984
-122
| -4% | -$3.48K | 0.01% | 160 |
|
|
2019
Q2 | $90K | Buy |
3,106
+193
| +7% | +$5.59K | 0.01% | 162 |
|
|
2019
Q1 | $85K | Buy |
2,913
+26
| +0.9% | +$759 | 0.01% | 159 |
|
|
2018
Q4 | $79K | Sell |
2,887
-490
| -15% | -$13.4K | 0.01% | 160 |
|
|
2018
Q3 | $97K | Sell |
3,377
-469
| -12% | -$13.5K | 0.02% | 135 |
|
|
2018
Q2 | $107K | Buy |
3,846
+62
| +2% | +$1.73K | 0.02% | 123 |
|
|
2018
Q1 | $103K | Buy |
3,784
+500
| +15% | +$13.6K | 0.02% | 123 |
|
|
2017
Q4 | $97K | Sell |
3,284
-1
| -0% | -$30 | 0.01% | 134 |
|
|
2017
Q3 | $87K | Buy |
3,285
+34
| +1% | +$900 | 0.01% | 134 |
|
|
2017
Q2 | $90K | Sell |
3,251
-1,110
| -25% | -$30.7K | 0.02% | 120 |
|
|
2017
Q1 | $122K | Buy |
4,361
+3,982
| +1,051% | +$111K | 0.02% | 105 |
|
|
2016
Q4 | $10K | Buy |
+379
| New | +$10K | ﹤0.01% | 300 |
|
|
2013
Q3 | – | Sell |
-900
| Closed | -$56K | – | 80 |
|
|
2013
Q2 | $56K | Buy |
+900
| New | +$56K | 0.03% | 95 |
|