Concert Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,101
| Closed | -$518K | – | 232 |
|
|
2017
Q1 | $518K | Sell |
19,101
-4,000
| -17% | -$108K | 0.12% | 237 |
|
|
2016
Q4 | $626K | Sell |
23,101
-13,051
| -36% | -$354K | 0.14% | 210 |
|
|
2016
Q3 | $1M | Sell |
36,152
-282
| -0.8% | -$7.82K | 0.12% | 218 |
|
|
2016
Q2 | $1.07M | Buy |
36,434
+12,038
| +49% | +$353K | 0.14% | 196 |
|
|
2016
Q1 | $600K | Buy |
24,396
+9,934
| +69% | +$244K | 0.08% | 307 |
|
|
2015
Q4 | $369K | Sell |
14,462
-8,487
| -37% | -$217K | 0.05% | 424 |
|
|
2015
Q3 | $571K | Buy |
22,949
+8,331
| +57% | +$207K | 0.08% | 326 |
|
|
2015
Q2 | $439K | Sell |
14,618
-2,765
| -16% | -$83K | 0.06% | 392 |
|
|
2015
Q1 | $269K | Buy |
17,383
+401
| +2% | +$6.21K | 0.08% | 323 |
|
|
2014
Q4 | $613K | Buy |
16,982
+6,592
| +63% | +$238K | 0.09% | 276 |
|
|
2014
Q3 | $417K | Sell |
10,390
-20
| -0.2% | -$803 | 0.06% | 309 |
|
|
2014
Q2 | $399K | Sell |
10,410
-136
| -1% | -$5.21K | 0.05% | 342 |
|
|
2014
Q1 | $364K | Hold |
10,546
| – | – | 0.05% | 356 |
|
|
2013
Q4 | $350K | Buy |
10,546
+102
| +1% | +$3.39K | 0.04% | 340 |
|
|
2013
Q3 | $318K | Sell |
10,444
-316
| -3% | -$9.62K | 0.05% | 351 |
|
|
2013
Q2 | $334K | Buy |
+10,760
| New | +$334K | 0.05% | 319 |
|