First Personal Financial Services’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
Q3 | $30.7K | Hold |
1,056
| – | – | 0.01% | 230 |
|
2024
Q2 | $30.6K | Hold |
1,056
| – | – | 0.01% | 213 |
|
2024
Q1 | $30.8K | Hold |
1,056
| – | – | 0.01% | 212 |
|
2023
Q4 | $27.8K | Hold |
1,056
| – | – | 0.01% | 239 |
|
2023
Q3 | $28.9K | Hold |
1,056
| – | – | 0.01% | 239 |
|
2023
Q2 | $27.8K | Hold |
1,056
| – | – | 0.01% | 252 |
|
2023
Q1 | $27.4K | Hold |
1,056
| – | – | 0.01% | 255 |
|
2022
Q4 | $25.5K | Hold |
1,056
| – | – | 0.01% | 269 |
|
2022
Q3 | $25K | Hold |
1,056
| – | – | 0.01% | 271 |
|
2022
Q2 | $26K | Hold |
1,056
| – | – | 0.01% | 223 |
|
2022
Q1 | $27K | Hold |
1,056
| – | – | 0.01% | 232 |
|
2021
Q4 | $23K | Sell |
1,056
-2,000
| -65% | -$43.6K | 0.01% | 240 |
|
2021
Q3 | $66K | Buy |
3,056
+450
| +17% | +$9.72K | 0.02% | 171 |
|
2021
Q2 | $63K | Hold |
2,606
| – | – | 0.02% | 180 |
|
2021
Q1 | $57K | Hold |
2,606
| – | – | 0.02% | 183 |
|
2020
Q4 | $51K | Hold |
2,606
| – | – | 0.01% | 184 |
|
2020
Q3 | $41K | Hold |
2,606
| – | – | 0.01% | 195 |
|
2020
Q2 | $47K | Hold |
2,606
| – | – | 0.02% | 188 |
|
2020
Q1 | $37K | Sell |
2,606
-787
| -23% | -$11.2K | 0.01% | 199 |
|
2019
Q4 | $96K | Hold |
3,393
| – | – | 0.03% | 154 |
|
2019
Q3 | $97K | Buy |
+3,393
| New | +$97K | 0.03% | 184 |
|
2019
Q2 | – | Hold |
0
| – | -$99K | – | 216 |
|
2019
Q1 | – | Hold |
0
| – | -$83K | – | 202 |
|
2018
Q4 | – | Hold |
0
| – | -$97K | – | 207 |
|
2018
Q3 | – | Hold |
0
| – | -$94K | – | 213 |
|
2018
Q2 | – | Hold |
0
| – | -$83K | – | 214 |
|
2018
Q1 | – | Hold |
0
| – | -$69K | – | 339 |
|
2017
Q4 | – | Hold |
0
| – | -$68K | – | 407 |
|
2017
Q3 | – | Hold |
0
| – | -$71K | – | 376 |
|
2017
Q2 | – | Hold |
0
| – | -$72K | – | 356 |
|
2017
Q1 | – | Hold |
0
| – | -$16K | – | 333 |
|
2016
Q4 | – | Hold |
0
| – | -$17K | – | 590 |
|
2016
Q3 | – | Hold |
0
| – | -$25K | – | 462 |
|
2016
Q2 | – | Hold |
0
| – | -$21K | – | 382 |
|
2016
Q1 | – | Hold |
0
| – | -$22K | – | 232 |
|
2015
Q4 | – | Hold |
0
| – | -$22K | – | 236 |
|
2015
Q3 | – | Hold |
0
| – | -$19K | – | 224 |
|
2015
Q2 | – | Hold |
0
| – | -$20K | – | 233 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 226 |
|