CWA
Cypress Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.95M | Sell |
101,250
-8,700
| -8% | -$253K | 3.37% | 6 |
|
|
2018
Q4 | $2.7M | Sell |
109,950
-5,600
| -5% | -$138K | 3.71% | 5 |
|
|
2018
Q3 | $3.32M | Sell |
115,550
-10,275
| -8% | -$295K | 3.49% | 5 |
|
|
2018
Q2 | $3.48M | Sell |
125,825
-8,075
| -6% | -$223K | 3.77% | 5 |
|
|
2018
Q1 | $3.28M | Sell |
133,900
-13,300
| -9% | -$326K | 3.55% | 4 |
|
|
2017
Q4 | $3.9M | Buy |
147,200
+135,100
| +1,117% | +$3.58M | 3.74% | 4 |
|
|
2017
Q3 | $315K | Sell |
12,100
-4,900
| -29% | -$128K | 0.51% | 44 |
|
|
2017
Q2 | $460K | Sell |
17,000
-54,860
| -76% | -$1.48M | 0.54% | 45 |
|
|
2017
Q1 | $1.98M | Buy |
71,860
+21,625
| +43% | +$597K | 0.91% | 24 |
|
|
2016
Q4 | $1.36M | Buy |
50,235
+300
| +0.6% | +$8.11K | 0.62% | 39 |
|
|
2016
Q3 | $1.38M | Sell |
49,935
-16,075
| -24% | -$444K | 0.62% | 38 |
|
|
2016
Q2 | $1.93M | Buy |
66,010
+4,175
| +7% | +$122K | 0.95% | 23 |
|
|
2016
Q1 | $1.52M | Buy |
61,835
+4,094
| +7% | +$101K | 0.7% | 29 |
|
|
2015
Q4 | $1.48M | Buy |
57,741
+175
| +0.3% | +$4.48K | 0.75% | 30 |
|
|
2015
Q3 | $1.43M | Buy |
57,566
+460
| +0.8% | +$11.5K | 0.78% | 27 |
|
|
2015
Q2 | $1.71M | Buy |
+57,106
| New | +$1.71M | 1% | 26 |
|