FWM
Frontier Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $566K | Hold |
23,208
| – | – | 0.04% | 226 |
|
|
2022
Q1 | $614K | Hold |
23,208
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $510K | Hold |
23,208
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $502K | Buy |
23,208
+200
| +0.9% | +$4.33K | 0.03% | 267 |
|
|
2021
Q2 | $555K | Buy |
23,008
+500
| +2% | +$12.1K | 0.04% | 252 |
|
|
2021
Q1 | $496K | Sell |
22,508
-5,060
| -18% | -$112K | 0.04% | 242 |
|
|
2020
Q4 | $540K | Hold |
27,568
| – | – | 0.04% | 215 |
|
|
2020
Q3 | $435K | Buy |
27,568
+470
| +2% | +$7.42K | 0.04% | 238 |
|
|
2020
Q2 | $492K | Buy |
27,098
+4,000
| +17% | +$72.6K | 0.05% | 212 |
|
|
2020
Q1 | $330K | Buy |
23,098
+144
| +0.6% | +$2.06K | 0.05% | 213 |
|
|
2019
Q4 | $646K | Sell |
22,954
-1,650
| -7% | -$46.4K | 0.1% | 148 |
|
|
2019
Q3 | $703K | Hold |
24,604
| – | – | 0.1% | 154 |
|
|
2019
Q2 | $710K | Hold |
24,604
| – | – | 0.1% | 150 |
|
|
2019
Q1 | $716K | Sell |
24,604
-4,802
| -16% | -$140K | 0.1% | 179 |
|
|
2018
Q4 | $723K | Hold |
29,406
| – | – | 0.11% | 164 |
|
|
2018
Q3 | $845K | Buy |
29,406
+4,802
| +20% | +$138K | 0.08% | 167 |
|
|
2018
Q2 | $681K | Buy |
24,604
+1,340
| +6% | +$37.1K | 0.1% | 178 |
|
|
2018
Q1 | $570K | Buy |
23,264
+10,710
| +85% | +$262K | 0.08% | 211 |
|
|
2017
Q4 | $333K | Sell |
12,554
-1,450
| -10% | -$38.5K | 0.05% | 258 |
|
|
2017
Q3 | $365K | Sell |
14,004
-1,620
| -10% | -$42.2K | 0.05% | 268 |
|
|
2017
Q2 | $423K | Hold |
15,624
| – | – | 0.06% | 249 |
|
|
2017
Q1 | $431K | Sell |
15,624
-6,000
| -28% | -$166K | 0.07% | 246 |
|
|
2016
Q4 | $585K | Sell |
21,624
-13,690
| -39% | -$370K | 0.1% | 197 |
|
|
2016
Q3 | $976K | Buy |
35,314
+4,988
| +16% | +$138K | 0.15% | 145 |
|
|
2016
Q2 | $887K | Sell |
30,326
-3,240
| -10% | -$94.8K | 0.14% | 148 |
|
|
2016
Q1 | $826K | Sell |
33,566
-1,790
| -5% | -$44K | 0.07% | 158 |
|
|
2015
Q4 | $904K | Sell |
35,356
-9,710
| -22% | -$248K | 0.15% | 147 |
|
|
2015
Q3 | $1.12M | Buy |
45,066
+2,220
| +5% | +$55.3K | 0.18% | 122 |
|
|
2015
Q2 | $1.28M | Buy |
42,846
+35,096
| +453% | +$1.05M | 0.2% | 107 |
|
|
2015
Q1 | $255K | Hold |
7,750
| – | – | 0.04% | 251 |
|
|
2014
Q4 | $280K | Buy |
+7,750
| New | +$280K | 0.05% | 198 |
|