Gupta Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $748K | Buy |
30,392
+5,862
| +24% | +$144K | 0.18% | 108 |
|
2015
Q4 | $627K | Sell |
24,530
-5,988
| -20% | -$153K | 0.16% | 119 |
|
2015
Q3 | $760K | Buy |
30,518
+103
| +0.3% | +$2.57K | 0.19% | 109 |
|
2015
Q2 | $909K | Buy |
30,415
+155
| +0.5% | +$4.63K | 0.22% | 95 |
|
2015
Q1 | $996K | Buy |
+30,260
| New | +$996K | 0.29% | 81 |
|