FFWA
FRG Family Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$70.2K | – | 210 |
|
|
2024
Q1 | $70.2K | Buy |
+2,500
| New | +$70.2K | 0.01% | 182 |
|
|
2018
Q4 | – | Sell |
-12,680
| Closed | -$364K | – | 131 |
|
|
2018
Q3 | $364K | Hold |
12,680
| – | – | 0.1% | 111 |
|
|
2018
Q2 | $351K | Sell |
12,680
-1,800
| -12% | -$49.8K | 0.11% | 118 |
|
|
2018
Q1 | $354K | Hold |
14,480
| – | – | 0.12% | 122 |
|
|
2017
Q4 | $384K | Sell |
14,480
-3,400
| -19% | -$90.2K | 0.12% | 117 |
|
|
2017
Q3 | $466K | Sell |
17,880
-1,200
| -6% | -$31.3K | 0.16% | 103 |
|
|
2017
Q2 | $517K | Sell |
19,080
-2,400
| -11% | -$65K | 0.19% | 100 |
|
|
2017
Q1 | $586K | Buy |
21,480
+200
| +0.9% | +$5.46K | 0.23% | 94 |
|
|
2016
Q4 | $575K | Sell |
21,280
-13,800
| -39% | -$373K | 0.24% | 89 |
|
|
2016
Q3 | $969K | Hold |
35,080
| – | – | 0.44% | 72 |
|
|
2016
Q2 | $1.03M | Buy |
35,080
+2,000
| +6% | +$58.5K | 0.46% | 72 |
|
|
2016
Q1 | $806K | Buy |
33,080
+1,820
| +6% | +$44.3K | 0.39% | 79 |
|
|
2015
Q4 | $800K | Buy |
+31,260
| New | +$800K | 0.39% | 80 |
|