ERTS Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $373K | Sell |
|
|||||
|
2022
Q4 | $428K | Hold |
|
|||||
|
2022
Q3 | $422K | Buy |
|
|||||
|
2022
Q2 | $428K | Hold |
|
|||||
|
2022
Q1 | $453K | Hold |
|
|||||
|
2021
Q4 | $384K | Hold |
|
|||||
|
2021
Q3 | $380K | Hold |
|
|||||
|
2021
Q2 | $424K | Hold |
|
|||||
|
2021
Q1 | $387K | Hold |
|
|||||
|
2020
Q4 | $344K | Sell |
|
|||||
|
2020
Q3 | $299K | Sell |
|
|||||
|
2020
Q2 | $387K | Sell |
|
|||||
|
2020
Q1 | $320K | Buy |
|
|||||
|
2019
Q4 | $468K | Hold |
|
|||||
|
2019
Q3 | $475K | Buy |
|
|||||
|
2019
Q2 | $408K | Hold |
|
|||||
|
2019
Q1 | $411K | Buy |
|
|||||
|
2018
Q4 | $310K | Buy |
|