Clearview Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,538
| Closed | -$40.5K | – | 269 |
|
|
2023
Q2 | $40.5K | Buy |
1,538
+19
| +1% | +$501 | 0.04% | 205 |
|
|
2023
Q1 | $39.4K | Sell |
1,519
-1,258
| -45% | -$32.6K | 0.04% | 210 |
|
|
2022
Q4 | $67K | Buy |
2,777
+202
| +8% | +$4.87K | 0.05% | 152 |
|
|
2022
Q3 | $61K | Buy |
2,575
+16
| +0.6% | +$379 | 0.05% | 153 |
|
|
2022
Q2 | $62K | Sell |
2,559
-1,150
| -31% | -$27.9K | 0.05% | 160 |
|
|
2022
Q1 | $96K | Sell |
3,709
-204
| -5% | -$5.28K | 0.06% | 137 |
|
|
2021
Q4 | $86K | Buy |
3,913
+1,100
| +39% | +$24.2K | 0.05% | 169 |
|
|
2021
Q3 | $61K | Hold |
2,813
| – | – | 0.04% | 218 |
|
|
2021
Q2 | $68K | Hold |
2,813
| – | – | 0.04% | 212 |
|
|
2021
Q1 | $62K | Buy |
2,813
+1,275
| +83% | +$28.1K | 0.04% | 209 |
|
|
2020
Q4 | $30K | Buy |
+1,538
| New | +$30K | 0.02% | 252 |
|