BDO Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $206K | Sell |
7,820
-200
| -2% | -$5.27K | 0.02% | 260 |
|
|
2023
Q1 | $208K | Buy |
8,020
+4,565
| +132% | +$118K | 0.03% | 247 |
|
|
2022
Q4 | $83.3K | Buy |
3,455
+220
| +7% | +$5.31K | 0.01% | 351 |
|
|
2022
Q3 | $77K | Sell |
3,235
-25
| -0.8% | -$595 | 0.01% | 350 |
|
|
2022
Q2 | $79K | Hold |
3,260
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $84K | Hold |
3,260
| – | – | 0.01% | 357 |
|
|
2021
Q4 | $72K | Hold |
3,260
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $71K | Buy |
3,260
+292
| +10% | +$6.36K | 0.01% | 394 |
|
|
2021
Q2 | $72K | Sell |
2,968
-89
| -3% | -$2.16K | 0.01% | 412 |
|
|
2021
Q1 | $67K | Buy |
3,057
+1,622
| +113% | +$35.5K | 0.01% | 407 |
|
|
2020
Q4 | $28K | Sell |
1,435
-2,048
| -59% | -$40K | ﹤0.01% | 419 |
|
|
2020
Q3 | $55K | Buy |
3,483
+366
| +12% | +$5.78K | 0.01% | 320 |
|
|
2020
Q2 | $57K | Buy |
3,117
+67
| +2% | +$1.23K | 0.01% | 313 |
|
|
2020
Q1 | $44K | Buy |
3,050
+2,050
| +205% | +$29.6K | 0.01% | 343 |
|
|
2019
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2019
Q3 | $29K | Hold |
1,000
| – | – | 0.01% | 368 |
|
|
2019
Q2 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 355 |
|