Bedel Financial Consulting’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,100
| Closed | -$106K | – | 394 |
|
|
2022
Q1 | $106K | Hold |
4,100
| – | – | 0.03% | 269 |
|
|
2021
Q4 | $90K | Hold |
4,100
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $89K | Hold |
4,100
| – | – | 0.03% | 293 |
|
|
2021
Q2 | $99K | Hold |
4,100
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $90K | Hold |
4,100
| – | – | 0.03% | 276 |
|
|
2020
Q4 | $80K | Hold |
4,100
| – | – | 0.04% | 254 |
|
|
2020
Q3 | $65K | Hold |
4,100
| – | – | 0.03% | 267 |
|
|
2020
Q2 | $74K | Hold |
4,100
| – | – | 0.04% | 236 |
|
|
2020
Q1 | $59K | Buy |
4,100
+730
| +22% | +$10.5K | 0.04% | 244 |
|
|
2019
Q4 | $95K | Hold |
3,370
| – | – | 0.05% | 214 |
|
|
2019
Q3 | $96K | Hold |
3,370
| – | – | 0.06% | 208 |
|
|
2019
Q2 | $97K | Sell |
3,370
-2,167
| -39% | -$62.4K | 0.06% | 200 |
|
|
2019
Q1 | $161K | Sell |
5,537
-150
| -3% | -$4.36K | 0.1% | 150 |
|
|
2018
Q4 | $140K | Buy |
5,687
+2,167
| +62% | +$53.3K | 0.1% | 150 |
|
|
2018
Q3 | $100K | Hold |
3,520
| – | – | 0.07% | 192 |
|
|
2018
Q2 | $97K | Hold |
3,520
| – | – | 0.07% | 196 |
|
|
2018
Q1 | $86K | Buy |
+3,520
| New | +$86K | 0.07% | 213 |
|