CWA
Constellation Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-9,920
| Closed | -$400K | – | 181 |
|
|
2014
Q3 | $400K | Buy |
9,920
+4,960
| +100% | +$200K | 0.04% | 151 |
|
|
2014
Q2 | $388K | Sell |
4,960
-310
| -6% | -$24.3K | 0.04% | 137 |
|
|
2014
Q1 | $366K | Buy |
5,270
+310
| +6% | +$21.5K | 0.04% | 162 |
|
|
2013
Q4 | $329K | Hold |
4,960
| – | – | 0.03% | 175 |
|
|
2013
Q3 | $303K | Hold |
4,960
| – | – | 0.03% | 169 |
|
|
2013
Q2 | $308K | Buy |
+4,960
| New | +$308K | 0.04% | 160 |
|