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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% +$4.54K 0.03% 267
2021
Q2
$555K Buy
23,008
+500
+2% +$11.8K 0.04% 252
2021
Q1
$496K Sell
22,508
-5,060
-18% -$111K 0.04% 242
2020
Q4
$540K Hold
27,568
0.04% 215
2020
Q3
$435K Buy
27,568
+470
+2% +$8.23K 0.04% 238
2020
Q2
$492K Buy
27,098
+4,000
+17% +$71.5K 0.05% 212
2020
Q1
$330K Buy
23,098
+144
+0.6% +$3.35K 0.05% 213
2019
Q4
$646K Sell
22,954
-1,650
-7% -$44.7K 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% -$134K 0.1% 179
2018
Q4
$723K Hold
29,406
0.11% 164
2018
Q3
$845K Buy
29,406
+4,802
+20% +$139K 0.08% 167
2018
Q2
$681K Buy
24,604
+1,340
+6% +$36.6K 0.1% 178
2018
Q1
$570K Buy
23,264
+10,710
+85% +$285K 0.08% 211
2017
Q4
$333K Sell
12,554
-1,450
-10% -$36.7K 0.05% 258
2017
Q3
$365K Sell
14,004
-1,620
-10% -$42.8K 0.05% 268
2017
Q2
$423K Hold
15,624
0.06% 249
2017
Q1
$431K Sell
15,624
-6,000
-28% -$168K 0.07% 246
2016
Q4
$585K Sell
21,624
-13,690
-39% -$357K 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% -$87K 0.14% 148
2016
Q1
$826K Sell
33,566
-1,790
-5% -$41.7K 0.07% 158
2015
Q4
$904K Sell
35,356
-9,710
-22% -$252K 0.15% 147
2015
Q3
$1.12M Buy
45,066
+2,220
+5% +$61.6K 0.18% 122
2015
Q2
$1.28M Buy
42,846
+35,096
+453% +$1.15M 0.2% 107
2015
Q1
$255K Hold
7,750
0.04% 251
2014
Q4
$280K Buy
+7,750
New +$287K 0.05% 198

Other funds holding EPD