Blue Chip Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,452
| Closed | -$238K | – | 95 |
|
2019
Q4 | $238K | Sell |
8,452
-1,100
| -12% | -$31K | 0.22% | 94 |
|
2019
Q3 | $273K | Hold |
9,552
| – | – | 0.28% | 77 |
|
2019
Q2 | $276K | Hold |
9,552
| – | – | 0.29% | 77 |
|
2019
Q1 | $278K | Sell |
9,552
-502
| -5% | -$14.6K | 0.32% | 75 |
|
2018
Q4 | $247K | Sell |
10,054
-496
| -5% | -$12.2K | 0.32% | 76 |
|
2018
Q3 | $303K | Hold |
10,550
| – | – | 0.31% | 78 |
|
2018
Q2 | $292K | Hold |
10,550
| – | – | 0.32% | 80 |
|
2018
Q1 | $258K | Buy |
+10,550
| New | +$258K | 0.26% | 85 |
|