Endurance Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Endurance Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$384K	Sell	14,587 -2,107	-13%	-$55.5K	0.05%	144
2023 Q1	$432K	Buy	16,694 +4,214	+34%	+$109K	0.06%	135
2022 Q4	$301K	Hold	12,480	–	–	0.05%	154
2022 Q3	$297K	Hold	12,480	–	–	0.05%	151
2022 Q2	$304K	Sell	12,480 -375	-3%	-$9.14K	0.05%	161
2022 Q1	$332K	Sell	12,855 -175	-1%	-$4.52K	0.04%	164
2021 Q4	$286K	Sell	13,030 -800	-6%	-$17.6K	0.03%	186
2021 Q3	$299K	Sell	13,830 -250	-2%	-$5.41K	0.03%	185
2021 Q2	$339K	Hold	14,080	–	–	0.04%	176
2021 Q1	$310K	Buy	14,080 +800	+6%	+$17.6K	0.04%	181
2020 Q4	$260K	Hold	13,280	–	–	0.03%	184
2020 Q3	$210K	Hold	13,280	–	–	0.03%	184
2020 Q2	$241K	Hold	13,280	–	–	0.04%	172
2020 Q1	$190K	Hold	13,280	–	–	0.04%	175
2019 Q4	$374K	Hold	13,280	–	–	0.06%	145
2019 Q3	$380K	Hold	13,280	–	–	0.06%	145
2019 Q2	$383K	Hold	13,280	–	–	0.06%	141
2019 Q1	$386K	Hold	13,280	–	–	0.06%	138
2018 Q4	$327K	Sell	13,280 -1,620	-11%	-$39.9K	0.06%	139
2018 Q3	$428K	Sell	14,900 -3,600	-19%	-$103K	0.07%	133
2018 Q2	$512K	Hold	18,500	–	–	0.08%	122
2018 Q1	$453K	Buy	18,500 +1,000	+6%	+$24.5K	0.08%	129
2017 Q4	$464K	Buy	17,500 +1,000	+6%	+$26.5K	0.07%	125
2017 Q3	$430K	Hold	16,500	–	–	0.07%	130
2017 Q2	$447K	Hold	16,500	–	–	0.08%	127
2017 Q1	$456K	Hold	16,500	–	–	0.08%	124
2016 Q4	$446K	Sell	16,500 -9,000	-35%	-$243K	0.08%	126
2016 Q3	$700K	Buy	25,500 +9,000	+55%	+$247K	0.13%	114
2016 Q2	$483K	Hold	16,500	–	–	0.09%	122
2016 Q1	$406	Hold	16,500	–	–	0.06%	127
2015 Q4	$422K	Sell	16,500 -800	-5%	-$20.5K	0.08%	129
2015 Q3	$489K	Hold	17,300	–	–	0.09%	128
2015 Q2	$517K	Hold	17,300	–	–	0.09%	129
2015 Q1	$569K	Hold	17,300	–	–	0.1%	125
2014 Q4	$624K	Hold	17,300	–	–	0.11%	118
2014 Q3	$697K	Sell	17,300 -7,240	-30%	-$292K	0.13%	111
2014 Q2	$960K	Hold	24,540	–	–	0.16%	110
2014 Q1	$851K	Hold	24,540	–	–	0.17%	103
2013 Q4	$813K	Hold	24,540	–	–	0.16%	100
2013 Q3	$748K	Hold	24,540	–	–	0.16%	101
2013 Q2	$762K	Buy	+24,540	New	+$762K	0.17%	99