Global Wealth Management Investment Advisory’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 |
-600
| Closed | -$15.8K | – | 235 |
|
|
2023
Q4 | $15.8K | Hold |
600
| – | – | ﹤0.01% | 267 |
|
|
2023
Q3 | $16.4K | Hold |
600
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $15.8K | Buy |
+600
| New | +$15.8K | ﹤0.01% | 267 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$17K | – | 466 |
|
|
2021
Q3 | $17K | Sell |
800
-200
| -20% | -$4.25K | 0.01% | 272 |
|
|
2021
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $22K | Sell |
1,000
-1,183
| -54% | -$26K | 0.01% | 239 |
|
|
2020
Q4 | $43K | Buy |
2,183
+28
| +1% | +$552 | 0.02% | 192 |
|
|
2020
Q3 | $34K | Sell |
2,155
-273
| -11% | -$4.31K | 0.01% | 197 |
|
|
2020
Q2 | $44K | Sell |
2,428
-1,102
| -31% | -$20K | 0.02% | 202 |
|
|
2020
Q1 | $50K | Sell |
3,530
-82
| -2% | -$1.16K | 0.03% | 168 |
|
|
2019
Q4 | $102K | Sell |
3,612
-195
| -5% | -$5.51K | 0.04% | 145 |
|
|
2019
Q3 | $109K | Buy |
3,807
+559
| +17% | +$16K | 0.05% | 127 |
|
|
2019
Q2 | $94K | Buy |
3,248
+1,048
| +48% | +$30.3K | 0.05% | 140 |
|
|
2019
Q1 | $64K | Hold |
2,200
| – | – | 0.03% | 183 |
|
|
2018
Q4 | $54K | Buy |
+2,200
| New | +$54K | 0.03% | 213 |
|