Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $758K | Buy |
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|
2019
Q3 | $769K | Hold |
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|
2019
Q2 | $777K | Sell |
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|
2019
Q1 | $842K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $779K | Buy |
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|
2018
Q1 | $686K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $710K | Buy |
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|
2017
Q2 | $496K | Hold |
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|
2017
Q1 | $507K | Sell |
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|
2016
Q4 | $512K | Buy |
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|
2016
Q3 | $506K | Hold |
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|
2016
Q2 | $536K | Hold |
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|
2016
Q1 | $451K | Hold |
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|
2015
Q4 | $469K | Buy |
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