GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $635K | Buy |
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|
2017
Q2 | $619K | Hold |
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|
2017
Q1 | $631K | Buy |
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|
2016
Q4 | $580K | Hold |
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|
2016
Q3 | $593K | Hold |
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|
2016
Q2 | $628K | Hold |
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|
2016
Q1 | $528K | Sell |
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|
2015
Q4 | $550K | Sell |
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|
2015
Q3 | $555K | Buy |
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|
2015
Q2 | $651K | Buy |
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|
2015
Q1 | $495K | Buy |
|