HC Financial Advisors’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
2022
Q2
$30K Hold
2022
Q1
$31K Hold
2021
Q4
$27K Sell
2021
Q3
$36K Sell
2021
Q2
$106K Hold
2021
Q1
$97K Hold
2020
Q4
$86K Sell
2020
Q3
$85K Sell
2020
Q2
$123K Sell
2020
Q1
$124K Hold
2019
Q4
$244K Buy