Financial Synergies Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,604
| Closed | -$98.6K | – | 490 |
|
|
2023
Q3 | $98.6K | Hold |
3,604
| – | – | 0.01% | 86 |
|
|
2023
Q2 | $95K | Hold |
3,604
| – | – | 0.01% | 85 |
|
|
2023
Q1 | $93.3K | Buy |
+3,604
| New | +$93.3K | 0.01% | 86 |
|
|
2019
Q2 | – | Sell |
-7,535
| Closed | -$219K | – | 30 |
|
|
2019
Q1 | $219K | Buy |
+7,535
| New | +$219K | 0.12% | 27 |
|