Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,839
| Closed | -$240K | – | 210 |
|
|
2022
Q2 | $240K | Sell |
9,839
-381
| -4% | -$9.29K | 0.02% | 192 |
|
|
2022
Q1 | $264K | Buy |
10,220
+477
| +5% | +$12.3K | 0.02% | 209 |
|
|
2021
Q4 | $214K | Sell |
9,743
-1,080
| -10% | -$23.7K | 0.02% | 219 |
|
|
2021
Q3 | $234K | Sell |
10,823
-104
| -1% | -$2.25K | 0.02% | 205 |
|
|
2021
Q2 | $264K | Sell |
10,927
-203
| -2% | -$4.91K | 0.02% | 193 |
|
|
2021
Q1 | $245K | Sell |
11,130
-4,025
| -27% | -$88.6K | 0.02% | 189 |
|
|
2020
Q4 | $297K | Buy |
15,155
+3,407
| +29% | +$66.8K | 0.03% | 168 |
|
|
2020
Q3 | $186K | Sell |
11,748
-2,197
| -16% | -$34.8K | 0.02% | 184 |
|
|
2020
Q2 | $253K | Sell |
13,945
-824
| -6% | -$15K | 0.03% | 155 |
|
|
2020
Q1 | $211K | Buy |
14,769
+2,690
| +22% | +$38.4K | 0.03% | 170 |
|
|
2019
Q4 | $340K | Buy |
12,079
+286
| +2% | +$8.05K | 0.04% | 147 |
|
|
2019
Q3 | $337K | Sell |
11,793
-145
| -1% | -$4.14K | 0.05% | 147 |
|
|
2019
Q2 | $345K | Buy |
11,938
+32
| +0.3% | +$925 | 0.05% | 141 |
|
|
2019
Q1 | $342K | Sell |
11,906
-7,832
| -40% | -$225K | 0.05% | 138 |
|
|
2018
Q4 | $485K | Buy |
19,738
+6,897
| +54% | +$169K | 0.08% | 102 |
|
|
2018
Q3 | $369K | Sell |
12,841
-486
| -4% | -$14K | 0.06% | 135 |
|
|
2018
Q2 | $369K | Buy |
13,327
+5,033
| +61% | +$139K | 0.06% | 129 |
|
|
2018
Q1 | $203K | Sell |
8,294
-4,929
| -37% | -$121K | 0.03% | 159 |
|
|
2017
Q4 | $351K | Buy |
13,223
+3,983
| +43% | +$106K | 0.06% | 121 |
|
|
2017
Q3 | $241K | Buy |
9,240
+463
| +5% | +$12.1K | 0.04% | 135 |
|
|
2017
Q2 | $238K | Sell |
8,777
-2,139
| -20% | -$58K | 0.04% | 125 |
|
|
2017
Q1 | $301K | Buy |
+10,916
| New | +$301K | 0.06% | 107 |
|