CPA
Clear Perspective Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $245K | Hold |
11,150
| – | – | 0.07% | 154 |
|
|
2021
Q3 | $241K | Hold |
11,150
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $269K | Hold |
11,150
| – | – | 0.09% | 134 |
|
|
2021
Q1 | $246K | Sell |
11,150
-645
| -5% | -$14.2K | 0.1% | 137 |
|
|
2020
Q4 | $231K | Hold |
11,795
| – | – | 0.09% | 132 |
|
|
2020
Q3 | $400 | Hold |
11,795
| – | – | 0.19% | 87 |
|
|
2020
Q2 | $214K | Buy |
11,795
+160
| +1% | +$2.9K | 0.12% | 114 |
|
|
2020
Q1 | $166K | Buy |
+11,635
| New | +$166K | 0.11% | 110 |
|
|
2018
Q3 | – | Sell |
-1,470
| Closed | -$41K | – | 229 |
|
|
2018
Q2 | $41K | Hold |
1,470
| – | – | 0.03% | 269 |
|
|
2018
Q1 | $36K | Hold |
1,470
| – | – | 0.03% | 259 |
|
|
2017
Q4 | $39K | Hold |
1,470
| – | – | 0.03% | 250 |
|
|
2017
Q3 | $38K | Hold |
1,470
| – | – | 0.03% | 250 |
|
|
2017
Q2 | $40K | Hold |
1,470
| – | – | 0.03% | 244 |
|
|
2017
Q1 | $41K | Buy |
1,470
+140
| +11% | +$3.91K | 0.03% | 226 |
|
|
2016
Q4 | $36K | Buy |
+1,330
| New | +$36K | 0.02% | 227 |
|