EPWM
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Essex Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Essex Private 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
2020
Q4 		– Sell
-14,033
Closed -$221K – 68
2020
Q3 		$221K Hold
14,033
– – 0.23% 56
2020
Q2 		$254K Hold
14,033
– – 0.29% 49
2020
Q1 		$200K Hold
14,033
– – 0.26% 53
2019
Q4 		$395K Buy
+14,033
New +$395K 0.4% 44