Destination Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,969
| Closed | -$253K | – | 165 |
|
|
2019
Q4 | $253K | Sell |
8,969
-1,539
| -15% | -$43.4K | 0.01% | 142 |
|
|
2019
Q3 | $300K | Buy |
10,508
+136
| +1% | +$3.88K | 0.02% | 125 |
|
|
2019
Q2 | $299K | Sell |
10,372
-3,507
| -25% | -$101K | 0.02% | 121 |
|
|
2019
Q1 | $404K | Buy |
13,879
+3,605
| +35% | +$105K | 0.02% | 117 |
|
|
2018
Q4 | $253K | Buy |
10,274
+297
| +3% | +$7.31K | 0.02% | 131 |
|
|
2018
Q3 | $287K | Sell |
9,977
-481
| -5% | -$13.8K | 0.02% | 134 |
|
|
2018
Q2 | $289K | Buy |
10,458
+726
| +7% | +$20.1K | 0.02% | 124 |
|
|
2018
Q1 | $238K | Buy |
9,732
+126
| +1% | +$3.08K | 0.01% | 138 |
|
|
2017
Q4 | $255K | Sell |
9,606
-2,468
| -20% | -$65.5K | 0.02% | 141 |
|
|
2017
Q3 | $315K | Sell |
12,074
-11,927
| -50% | -$311K | 0.02% | 132 |
|
|
2017
Q2 | $650K | Buy |
24,001
+115
| +0.5% | +$3.11K | 0.04% | 102 |
|
|
2017
Q1 | $659K | Buy |
23,886
+4,898
| +26% | +$135K | 0.05% | 101 |
|
|
2016
Q4 | $513K | Buy |
18,988
+3,168
| +20% | +$85.6K | 0.04% | 110 |
|
|
2016
Q3 | $437K | Buy |
+15,820
| New | +$437K | 0.03% | 115 |
|
|
2015
Q3 | – | Sell |
-9,494
| Closed | -$284K | – | 146 |
|
|
2015
Q2 | $284K | Buy |
+9,494
| New | +$284K | 0.02% | 204 |
|