CWP
Concord Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-742
| Closed | -$21.6K | – | 944 |
|
|
2024
Q3 | $21.6K | Buy |
742
+741
| +74,100% | +$21.6K | ﹤0.01% | 459 |
|
|
2024
Q2 | $24 | Sell |
1
-3,595
| -100% | -$86.3K | ﹤0.01% | 826 |
|
|
2024
Q1 | $105K | Buy |
3,596
+2,917
| +430% | +$85.1K | 0.02% | 269 |
|
|
2023
Q4 | $17.9K | Sell |
679
-1,231
| -64% | -$32.4K | ﹤0.01% | 493 |
|
|
2023
Q3 | $52.3K | Sell |
1,910
-463
| -20% | -$12.7K | 0.01% | 372 |
|
|
2023
Q2 | $62.5K | Sell |
2,373
-497
| -17% | -$13.1K | 0.01% | 332 |
|
|
2023
Q1 | $74.3K | Sell |
2,870
-266
| -8% | -$6.89K | 0.02% | 287 |
|
|
2022
Q4 | $75.6K | Buy |
+3,136
| New | +$75.6K | 0.02% | 294 |
|
|
2022
Q3 | – | Sell |
-3,393
| Closed | -$83K | – | 444 |
|
|
2022
Q2 | $83K | Buy |
3,393
+207
| +6% | +$5.06K | 0.02% | 286 |
|
|
2022
Q1 | $82K | Sell |
3,186
-608
| -16% | -$15.6K | 0.02% | 330 |
|
|
2021
Q4 | $83K | Buy |
3,794
+969
| +34% | +$21.2K | 0.02% | 336 |
|
|
2021
Q3 | $61K | Sell |
2,825
-1,062
| -27% | -$22.9K | 0.03% | 185 |
|
|
2021
Q2 | $94K | Sell |
3,887
-912
| -19% | -$22.1K | 0.03% | 243 |
|
|
2021
Q1 | $106K | Sell |
4,799
-941
| -16% | -$20.8K | 0.04% | 210 |
|
|
2020
Q4 | $112K | Buy |
+5,740
| New | +$112K | 0.09% | 123 |
|