BerganKDV Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $141K | Sell |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $165K | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $136K | Sell |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $400K | Hold |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $408K | Hold |
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|
2017
Q1 | $416K | Hold |
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|
2016
Q4 | $408K | Sell |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $472K | Hold |
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|
2016
Q1 | $397K | Buy |
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