Financial Gravity Asset 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
Q2 | $2.52K | Sell |
87
-2,828
| -97% | -$81.9K | ﹤0.01% | 717 |
|
|
2024
Q1 | $80.4K | Sell |
2,915
-488
| -14% | -$13.5K | 0.01% | 311 |
|
|
2023
Q4 | $5.04M | Buy |
3,403
+1,638
| +93% | +$2.43M | 0.05% | 116 |
|
|
2023
Q3 | $5M | Buy |
+1,765
| New | +$5M | 0.06% | 111 |
|
|
2020
Q1 | – | Sell |
-673
| Closed | -$19K | – | 1192 |
|
|
2019
Q4 | $19K | Buy |
+673
| New | +$19K | 0.01% | 1027 |
|
|
2018
Q3 | – | Sell |
-56
| Closed | -$2K | – | 1454 |
|
|
2018
Q2 | $2K | Sell |
56
-16
| -22% | -$571 | ﹤0.01% | 973 |
|
|
2018
Q1 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 939 |
|