CWM
Campbell Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,976
| Closed | -$54K | – | 145 |
|
|
2020
Q2 | $54K | Buy |
+2,976
| New | +$54K | 0.01% | 143 |
|
|
2020
Q1 | – | Sell |
-10,420
| Closed | -$293K | – | 55 |
|
|
2019
Q4 | $293K | Hold |
10,420
| – | – | 0.06% | 49 |
|
|
2019
Q3 | $298K | Hold |
10,420
| – | – | 0.07% | 43 |
|
|
2019
Q2 | $301K | Hold |
10,420
| – | – | 0.07% | 41 |
|
|
2019
Q1 | $303K | Hold |
10,420
| – | – | 0.08% | 36 |
|
|
2018
Q4 | $256K | Buy |
+10,420
| New | +$256K | 0.08% | 37 |
|