HPIA
Hamilton Point Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,310
| Closed | -$209K | – | 74 |
|
|
2019
Q3 | $209K | Hold |
7,310
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $211K | Hold |
7,310
| – | – | 0.09% | 72 |
|
|
2019
Q1 | $213K | Buy |
+7,310
| New | +$213K | 0.09% | 71 |
|
|
2018
Q4 | – | Sell |
-7,310
| Closed | -$210K | – | 74 |
|
|
2018
Q3 | $210K | Hold |
7,310
| – | – | 0.1% | 71 |
|
|
2018
Q2 | $202K | Buy |
+7,310
| New | +$202K | 0.1% | 71 |
|
|
2017
Q2 | – | Sell |
-7,310
| Closed | -$202K | – | 73 |
|
|
2017
Q1 | $202K | Buy |
+7,310
| New | +$202K | 0.12% | 73 |
|
|
2016
Q4 | – | Sell |
-7,310
| Closed | -$202K | – | 74 |
|
|
2016
Q3 | $202K | Hold |
7,310
| – | – | 0.13% | 73 |
|
|
2016
Q2 | $214K | Buy |
+7,310
| New | +$214K | 0.14% | 73 |
|
|
2014
Q4 | – | Sell |
-5,500
| Closed | -$222K | – | 67 |
|
|
2014
Q3 | $222K | Buy |
5,500
+2,750
| +100% | +$111K | 0.21% | 62 |
|
|
2014
Q2 | $215K | Buy |
+2,750
| New | +$215K | 0.2% | 63 |
|