Checchi Capital Advisers’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,500
| Closed | -$358K | – | 585 |
|
|
2025
Q1 | $358K | Hold |
10,500
| – | – | 0.02% | 409 |
|
|
2024
Q4 | $329K | Hold |
10,500
| – | – | 0.02% | 415 |
|
|
2024
Q3 | $306K | Hold |
10,500
| – | – | 0.02% | 439 |
|
|
2024
Q2 | $304K | Hold |
10,500
| – | – | 0.02% | 429 |
|
|
2024
Q1 | $306K | Hold |
10,500
| – | – | 0.02% | 441 |
|
|
2023
Q4 | $277K | Hold |
10,500
| – | – | 0.02% | 449 |
|
|
2023
Q3 | $287K | Hold |
10,500
| – | – | 0.03% | 414 |
|
|
2023
Q2 | $277K | Hold |
10,500
| – | – | 0.02% | 449 |
|
|
2023
Q1 | $272K | Hold |
10,500
| – | – | 0.03% | 444 |
|
|
2022
Q4 | $253K | Sell |
10,500
-1,105
| -10% | -$26.7K | 0.03% | 453 |
|
|
2022
Q3 | $276K | Hold |
11,605
| – | – | 0.03% | 408 |
|
|
2022
Q2 | $310K | Sell |
11,605
-19,495
| -63% | -$521K | 0.03% | 411 |
|
|
2022
Q1 | $803K | Buy |
+31,100
| New | +$803K | 0.07% | 181 |
|
|
2020
Q3 | – | Sell |
-68,936
| Closed | -$1.25M | – | 461 |
|
|
2020
Q2 | $1.25M | Hold |
68,936
| – | – | 0.15% | 92 |
|
|
2020
Q1 | $986K | Hold |
68,936
| – | – | 0.09% | 91 |
|
|
2019
Q4 | $1.94M | Sell |
68,936
-714
| -1% | -$20.1K | 0.26% | 62 |
|
|
2019
Q3 | $1.99M | Sell |
69,650
-4,844
| -7% | -$138K | 0.26% | 55 |
|
|
2019
Q2 | $2.15M | Buy |
74,494
+6,258
| +9% | +$181K | 0.27% | 50 |
|
|
2019
Q1 | $1.99M | Hold |
68,236
| – | – | 0.23% | 55 |
|
|
2018
Q4 | $1.68M | Buy |
+68,236
| New | +$1.68M | 0.22% | 57 |
|