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ForthRight Wealth Management’s Enterprise Products Partners EPD Stock Holding History

ForthRight Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,278
Closed -$25K – 73
2020
Q4 		$25K Buy
+1,278
New +$23.8K 0.02% 88

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ForthRight Wealth Management's EPD Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2021, closing a stake of 1,278 shares — an estimated $25K sold.

ForthRight Wealth Management first reported a position in EPD in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold EPD as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,278 Enterprise Products Partners shares in Q1 2021, an estimated $25K.
  • ForthRight Wealth Management first reported a position in Enterprise Products Partners in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Enterprise Products Partners position peaked at $25K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.