Bingham Osborn & Scarborough’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,364
| Closed | -$246K | – | 52 |
|
|
2021
Q3 | $246K | Hold |
11,364
| – | – | 0.02% | 138 |
|
|
2021
Q2 | $274K | Hold |
11,364
| – | – | 0.02% | 133 |
|
|
2021
Q1 | $250K | Hold |
11,364
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $223K | Sell |
11,364
-12,020
| -51% | -$236K | 0.02% | 122 |
|
|
2020
Q3 | $369K | Buy |
23,384
+1,520
| +7% | +$24K | 0.03% | 112 |
|
|
2020
Q2 | $397K | Hold |
21,864
| – | – | 0.03% | 100 |
|
|
2020
Q1 | $313K | Hold |
21,864
| – | – | 0.03% | 109 |
|
|
2019
Q4 | $616K | Buy |
21,864
+3,300
| +18% | +$93K | 0.05% | 85 |
|
|
2019
Q3 | $531K | Sell |
18,564
-675
| -4% | -$19.3K | 0.05% | 90 |
|
|
2019
Q2 | $555K | Buy |
19,239
+403
| +2% | +$11.6K | 0.05% | 86 |
|
|
2019
Q1 | $548K | Hold |
18,836
| – | – | 0.05% | 84 |
|
|
2018
Q4 | $463K | Buy |
18,836
+3,200
| +20% | +$78.7K | 0.05% | 86 |
|
|
2018
Q3 | $449K | Buy |
15,636
+800
| +5% | +$23K | 0.04% | 91 |
|
|
2018
Q2 | $411K | Sell |
14,836
-376
| -2% | -$10.4K | 0.04% | 87 |
|
|
2018
Q1 | $372K | Buy |
+15,212
| New | +$372K | 0.04% | 93 |
|
|
2013
Q4 | – | Sell |
-10,958
| Closed | -$334K | – | 105 |
|
|
2013
Q3 | $334K | Sell |
10,958
-720
| -6% | -$21.9K | 0.05% | 64 |
|
|
2013
Q2 | $363K | Buy |
+11,678
| New | +$363K | 0.06% | 55 |
|