Global Financial Private Client’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,159
| Closed | -$30.5K | – | 709 |
|
2023
Q4 | $30.5K | Buy |
1,159
+745
| +180% | +$19.6K | 0.01% | 343 |
|
2023
Q3 | $11.3K | Hold |
414
| – | – | 0.01% | 422 |
|
2023
Q2 | $11K | Hold |
414
| – | – | 0.01% | 425 |
|
2023
Q1 | $10.8K | Hold |
414
| – | – | 0.01% | 439 |
|
2022
Q4 | $9.99K | Hold |
414
| – | – | 0.01% | 427 |
|
2022
Q3 | $10K | Hold |
414
| – | – | 0.01% | 408 |
|
2022
Q2 | $10.2K | Hold |
414
| – | – | 0.01% | 398 |
|
2022
Q1 | $10.7K | Hold |
414
| – | – | 0.01% | 400 |
|
2021
Q4 | $9.09K | Hold |
414
| – | – | ﹤0.01% | 405 |
|
2021
Q3 | $9.03K | Hold |
414
| – | – | ﹤0.01% | 364 |
|
2021
Q2 | $10.1K | Hold |
414
| – | – | 0.01% | 363 |
|
2021
Q1 | $9.22K | Hold |
414
| – | – | 0.01% | 321 |
|
2020
Q4 | $8.11K | Hold |
414
| – | – | 0.01% | 319 |
|
2020
Q3 | $6.49K | Hold |
414
| – | – | 0.01% | 328 |
|
2020
Q2 | $7.42K | Sell |
414
-100
| -19% | -$1.79K | 0.01% | 362 |
|
2020
Q1 | $7.09K | Hold |
514
| – | – | 0.01% | 373 |
|
2019
Q4 | $14.5K | Buy |
+514
| New | +$14.5K | 0.01% | 357 |
|