GPWA
Great Point Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,829
| Closed | -$269K | – | 49 |
|
|
2020
Q3 | $269K | Hold |
14,829
| – | – | 0.14% | 40 |
|
|
2020
Q2 | $269K | Hold |
14,829
| – | – | 0.14% | 40 |
|
|
2020
Q1 | $212K | Sell |
14,829
-10,795
| -42% | -$154K | 0.18% | 39 |
|
|
2019
Q4 | $721K | Hold |
25,624
| – | – | 0.45% | 23 |
|
|
2019
Q3 | $732K | Hold |
25,624
| – | – | 0.5% | 22 |
|
|
2019
Q2 | $739K | Sell |
25,624
-12,877
| -33% | -$371K | 0.6% | 22 |
|
|
2019
Q1 | $1.12M | Hold |
38,501
| – | – | 0.95% | 21 |
|
|
2018
Q4 | $946K | Buy |
+38,501
| New | +$946K | 0.9% | 21 |
|