Confluence Investment Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,522
| Closed | -$219K | – | 295 |
|
|
2019
Q1 | $219K | Buy |
+7,522
| New | +$219K | ﹤0.01% | 286 |
|
|
2014
Q4 | – | Sell |
-5,440
| Closed | -$219K | – | 250 |
|
|
2014
Q3 | $219K | Hold |
5,440
| – | – | 0.01% | 254 |
|
|
2014
Q2 | $213K | Buy |
+5,440
| New | +$213K | 0.01% | 255 |
|