Bellwether Investment Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $355K | Sell |
13,413
-1,034
| -7% | -$27.4K | 1.42% | 23 |
|
2017
Q3 | $377K | Buy |
14,447
+482
| +3% | +$12.6K | 1.77% | 19 |
|
2017
Q2 | $378K | Buy |
13,965
+1,489
| +12% | +$40.3K | 1.75% | 21 |
|
2017
Q1 | $344K | Sell |
12,476
-740
| -6% | -$20.4K | 0.91% | 21 |
|
2016
Q4 | $357K | Buy |
+13,216
| New | +$357K | 0.32% | 85 |
|
2016
Q2 | $234K | Buy |
+7,984
| New | +$234K | 0.26% | 107 |
|