Foresight Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,442
| Closed | -$238K | – | 95 |
|
2019
Q4 | $238K | Sell |
8,442
-1,417
| -14% | -$39.9K | 0.15% | 81 |
|
2019
Q3 | $282K | Sell |
9,859
-2,390
| -20% | -$68.4K | 0.2% | 76 |
|
2019
Q2 | $354K | Sell |
12,249
-240
| -2% | -$6.94K | 0.27% | 65 |
|
2019
Q1 | $363K | Sell |
12,489
-3,970
| -24% | -$115K | 0.32% | 65 |
|
2018
Q4 | $405K | Buy |
+16,459
| New | +$405K | 0.43% | 54 |
|