FMA Advisory’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.34M | Sell |
61,677
-4,259
| -6% | -$92.2K | 0.5% | 66 |
|
|
2021
Q2 | $1.59M | Sell |
65,936
-10,817
| -14% | -$261K | 0.59% | 63 |
|
|
2021
Q1 | $1.69M | Sell |
76,753
-5,800
| -7% | -$128K | 0.52% | 69 |
|
|
2020
Q4 | $1.62M | Buy |
82,553
+1,868
| +2% | +$36.6K | 0.54% | 62 |
|
|
2020
Q3 | $1.27M | Buy |
80,685
+18,818
| +30% | +$297K | 0.51% | 69 |
|
|
2020
Q2 | $1.12M | Buy |
61,867
+871
| +1% | +$15.8K | 0.5% | 69 |
|
|
2020
Q1 | $872K | Sell |
60,996
-759
| -1% | -$10.9K | 0.47% | 64 |
|
|
2019
Q4 | $1.74M | Sell |
61,755
-579
| -0.9% | -$16.3K | 0.7% | 50 |
|
|
2019
Q3 | $1.78M | Buy |
62,334
+440
| +0.7% | +$12.6K | 0.77% | 48 |
|
|
2019
Q2 | $1.79M | Sell |
61,894
-43
| -0.1% | -$1.24K | 0.79% | 49 |
|
|
2019
Q1 | $1.8M | Buy |
61,937
+3,304
| +6% | +$96.1K | 0.82% | 44 |
|
|
2018
Q4 | $1.44M | Sell |
58,633
-3,723
| -6% | -$91.6K | 0.75% | 49 |
|
|
2018
Q3 | $1.79M | Buy |
62,356
+2,128
| +4% | +$61.1K | 0.8% | 49 |
|
|
2018
Q2 | $1.67M | Buy |
60,228
+440
| +0.7% | +$12.2K | 0.78% | 49 |
|
|
2018
Q1 | $1.46M | Buy |
59,788
+940
| +2% | +$23K | 0.71% | 50 |
|
|
2017
Q4 | $1.56M | Buy |
58,848
+3,419
| +6% | +$90.6K | 0.73% | 51 |
|
|
2017
Q3 | $1.45M | Sell |
55,429
-2,383
| -4% | -$62.1K | 0.84% | 43 |
|
|
2017
Q2 | $1.57K | Sell |
57,812
-2,344
| -4% | -$63 | 0.8% | 37 |
|
|
2017
Q1 | $1.66M | Buy |
+60,156
| New | +$1.66M | 0.84% | 42 |
|
|
2015
Q2 | $1.23M | Buy |
+41,140
| New | +$1.23M | 0.77% | 42 |
|
|
2014
Q4 | $1.69M | Buy |
46,721
+1,155
| +3% | +$41.7K | 0.59% | 66 |
|
|
2014
Q3 | $1.84M | Buy |
45,566
+1,240
| +3% | +$50K | 0.68% | 58 |
|
|
2014
Q2 | $1.74M | Buy |
44,326
+2,116
| +5% | +$82.8K | 0.64% | 61 |
|
|
2014
Q1 | $1.46M | Buy |
+42,210
| New | +$1.46M | 0.57% | 69 |
|