FP
Fiduciary Planning’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,148
| Closed | -$652K | – | 53 |
|
|
2021
Q3 | $652K | Buy |
30,148
+676
| +2% | +$14.6K | 0.35% | 45 |
|
|
2021
Q2 | $711K | Buy |
29,472
+687
| +2% | +$16.6K | 0.61% | 34 |
|
|
2021
Q1 | $634K | Buy |
28,785
+588
| +2% | +$13K | 0.96% | 24 |
|
|
2020
Q4 | $552K | Buy |
28,197
+666
| +2% | +$13K | 0.78% | 35 |
|
|
2020
Q3 | $435K | Buy |
+27,531
| New | +$435K | 0.72% | 34 |
|