CWM
Cedar Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,764
| Closed | -$488K | – | 207 |
|
|
2024
Q3 | $488K | Buy |
16,764
+450
| +3% | +$13.1K | 0.15% | 70 |
|
|
2024
Q2 | $473K | Sell |
16,314
-475
| -3% | -$13.8K | 0.15% | 74 |
|
|
2024
Q1 | $490K | Buy |
16,789
+2,540
| +18% | +$74.1K | 0.16% | 70 |
|
|
2023
Q4 | $375K | Buy |
14,249
+750
| +6% | +$19.8K | 0.14% | 72 |
|
|
2023
Q3 | $369K | Buy |
13,499
+4,050
| +43% | +$111K | 0.15% | 75 |
|
|
2023
Q2 | $249K | Buy |
+9,449
| New | +$249K | 0.1% | 93 |
|
|
2019
Q4 | – | Sell |
-1,750
| Closed | -$50K | – | 172 |
|
|
2019
Q3 | $50K | Hold |
1,750
| – | – | 0.03% | 90 |
|
|
2019
Q2 | $51K | Hold |
1,750
| – | – | 0.03% | 105 |
|
|
2019
Q1 | $51K | Hold |
1,750
| – | – | 0.03% | 99 |
|
|
2018
Q4 | $43K | Hold |
1,750
| – | – | 0.03% | 88 |
|
|
2018
Q3 | $50K | Sell |
1,750
-870
| -33% | -$24.9K | 0.03% | 88 |
|
|
2018
Q2 | $72K | Sell |
2,620
-11,140
| -81% | -$306K | 0.04% | 73 |
|
|
2018
Q1 | $337K | Buy |
13,760
+1,050
| +8% | +$25.7K | 0.21% | 30 |
|
|
2017
Q4 | $337K | Buy |
12,710
+280
| +2% | +$7.42K | 0.2% | 30 |
|
|
2017
Q3 | $324K | Buy |
12,430
+730
| +6% | +$19K | 0.19% | 29 |
|
|
2017
Q2 | $317K | Hold |
11,700
| – | – | 0.21% | 28 |
|
|
2017
Q1 | $323K | Buy |
11,700
+610
| +6% | +$16.8K | 0.2% | 26 |
|
|
2016
Q4 | $300K | Buy |
+11,090
| New | +$300K | 0.21% | 28 |
|
|
2016
Q3 | – | Sell |
-11,090
| Closed | -$324K | – | 121 |
|
|
2016
Q2 | $324K | Buy |
+11,090
| New | +$324K | 0.21% | 18 |
|