Brandywine Oak Private Wealth’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 |
-8,480
| Closed | -$238K | – | 231 |
|
|
2019
Q4 | $238K | Hold |
8,480
| – | – | 0.04% | 216 |
|
|
2019
Q3 | $242K | Buy |
8,480
+930
| +12% | +$26.5K | 0.05% | 199 |
|
|
2019
Q2 | $217K | Buy |
7,550
+45
| +0.6% | +$1.29K | 0.04% | 207 |
|
|
2019
Q1 | $218K | Buy |
7,505
+285
| +4% | +$8.28K | 0.05% | 198 |
|
|
2018
Q4 | $177K | Buy |
+7,220
| New | +$177K | 0.04% | 212 |
|