BWA
Burt Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,260
| Closed | -$64K | – | 171 |
|
|
2020
Q4 | $64K | Hold |
3,260
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $51K | Hold |
3,260
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $59K | Hold |
3,260
| – | – | 0.02% | 167 |
|
|
2020
Q1 | $47K | Sell |
3,260
-49
| -1% | -$706 | 0.02% | 168 |
|
|
2019
Q4 | $93K | Hold |
3,309
| – | – | 0.04% | 131 |
|
|
2019
Q3 | $95K | Sell |
3,309
-49
| -1% | -$1.41K | 0.04% | 128 |
|
|
2019
Q2 | $97K | Hold |
3,358
| – | – | 0.04% | 125 |
|
|
2019
Q1 | $98K | Hold |
3,358
| – | – | 0.04% | 123 |
|
|
2018
Q4 | $83K | Buy |
3,358
+98
| +3% | +$2.42K | 0.04% | 136 |
|
|
2018
Q3 | $94K | Hold |
3,260
| – | – | 0.04% | 142 |
|
|
2018
Q2 | $90K | Hold |
3,260
| – | – | 0.04% | 137 |
|
|
2018
Q1 | $80K | Hold |
3,260
| – | – | 0.04% | 142 |
|
|
2017
Q4 | $86K | Hold |
3,260
| – | – | 0.05% | 136 |
|
|
2017
Q3 | $85K | Hold |
3,260
| – | – | 0.06% | 136 |
|
|
2017
Q2 | $88K | Hold |
3,260
| – | – | 0.06% | 128 |
|
|
2017
Q1 | $90K | Hold |
3,260
| – | – | 0.06% | 118 |
|
|
2016
Q4 | $88K | Hold |
3,260
| – | – | 0.08% | 125 |
|
|
2016
Q3 | $90K | Hold |
3,260
| – | – | 0.1% | 110 |
|
|
2016
Q2 | $95K | Sell |
3,260
-165
| -5% | -$4.81K | 0.11% | 102 |
|
|
2016
Q1 | $84K | Buy |
+3,425
| New | +$84K | 0.08% | 123 |
|
|
2015
Q4 | – | Sell |
-2,996
| Closed | -$74K | – | 531 |
|
|
2015
Q3 | $74K | Buy |
2,996
+496
| +20% | +$12.3K | 0.09% | 110 |
|
|
2015
Q2 | $74K | Hold |
2,500
| – | – | 0.08% | 121 |
|
|
2015
Q1 | $82K | Hold |
2,500
| – | – | 0.08% | 108 |
|
|
2014
Q4 | $91K | Buy |
+2,500
| New | +$91K | 0.1% | 104 |
|