Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $534K | Sell |
17,020
-96
| -0.6% | -$3.01K | 0.04% | 159 |
|
|
2024
Q3 | $498K | Buy |
+17,116
| New | +$498K | 0.04% | 170 |
|
|
2024
Q2 | – | Sell |
-17,480
| Closed | -$513K | – | 157 |
|
|
2024
Q1 | $513K | Buy |
17,480
+251
| +1% | +$7.37K | 0.05% | 147 |
|
|
2023
Q4 | $454K | Buy |
17,229
+250
| +1% | +$6.59K | 0.04% | 145 |
|
|
2023
Q3 | $465K | Sell |
16,979
-293
| -2% | -$8.02K | 0.05% | 141 |
|
|
2023
Q2 | $455K | Sell |
17,272
-395
| -2% | -$10.4K | 0.05% | 138 |
|
|
2023
Q1 | $458K | Buy |
17,667
+3,092
| +21% | +$80.1K | 0.05% | 137 |
|
|
2022
Q4 | $352K | Buy |
14,575
+14,234
| +4,174% | +$343K | 0.04% | 149 |
|
|
2022
Q3 | $341 | Sell |
341
-13,822
| -98% | -$13.8K | 0.05% | 137 |
|
|
2022
Q2 | $345K | Sell |
14,163
-93
| -0.7% | -$2.27K | 0.05% | 140 |
|
|
2022
Q1 | $367K | Sell |
14,256
-233
| -2% | -$6K | 0.04% | 152 |
|
|
2021
Q4 | $318K | Buy |
14,489
+380
| +3% | +$8.34K | 0.03% | 160 |
|
|
2021
Q3 | $305K | Sell |
14,109
-239
| -2% | -$5.17K | 0.03% | 150 |
|
|
2021
Q2 | $346K | Buy |
14,348
+331
| +2% | +$7.98K | 0.04% | 149 |
|
|
2021
Q1 | $308K | Buy |
+14,017
| New | +$308K | 0.04% | 153 |
|
|
2019
Q3 | – | Sell |
-4,046
| Closed | -$117K | – | 330 |
|
|
2019
Q2 | $117K | Buy |
4,046
+704
| +21% | +$20.4K | 0.02% | 202 |
|
|
2019
Q1 | $97K | Sell |
3,342
-75
| -2% | -$2.18K | 0.02% | 201 |
|
|
2018
Q4 | $84K | Buy |
+3,417
| New | +$84K | 0.01% | 219 |
|