Connectus Wealth’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.46M | Sell |
289,813
-3,283
| -1% | -$95.8K | 0.23% | 98 |
|
|
2023
Q4 | $7.72M | Sell |
293,096
-9,022
| -3% | -$238K | 0.16% | 130 |
|
|
2023
Q3 | $8.27M | Buy |
302,118
+42,043
| +16% | +$1.15M | 0.18% | 122 |
|
|
2023
Q2 | $6.85M | Sell |
260,075
-11,420
| -4% | -$301K | 0.16% | 123 |
|
|
2023
Q1 | $7.03M | Hold |
271,495
| – | – | 0.17% | 123 |
|
|
2022
Q4 | $6.55M | Buy |
271,495
+4,250
| +2% | +$103K | 0.15% | 125 |
|
|
2022
Q3 | $6.36M | Buy |
267,245
+21,450
| +9% | +$510K | 0.13% | 158 |
|
|
2022
Q2 | $5.99M | Buy |
+245,795
| New | +$5.99M | 0.14% | 137 |
|