CWSR
Chessman Wealth Strategies RIA’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-35,370
| Closed | -$1.02M | – | 67 |
|
|
2018
Q3 | $1.02M | Sell |
35,370
-232
| -0.7% | -$6.66K | 0.89% | 14 |
|
|
2018
Q2 | $985K | Sell |
35,602
-881
| -2% | -$24.4K | 0.87% | 14 |
|
|
2018
Q1 | $893K | Sell |
36,483
-200
| -0.5% | -$4.9K | 1.12% | 15 |
|
|
2017
Q4 | $972K | Buy |
+36,683
| New | +$972K | 0.97% | 19 |
|