HC Financial Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $30K | Hold |
1,216
| – | – | 0.02% | 154 |
|
|
2022
Q1 | $31K | Hold |
1,216
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $27K | Sell |
1,216
-434
| -26% | -$9.64K | 0.02% | 179 |
|
|
2021
Q3 | $36K | Sell |
1,650
-2,750
| -63% | -$60K | 0.02% | 150 |
|
|
2021
Q2 | $106K | Hold |
4,400
| – | – | 0.06% | 99 |
|
|
2021
Q1 | $97K | Hold |
4,400
| – | – | 0.06% | 102 |
|
|
2020
Q4 | $86K | Sell |
4,400
-1,000
| -19% | -$19.5K | 0.06% | 106 |
|
|
2020
Q3 | $85K | Sell |
5,400
-1,360
| -20% | -$21.4K | 0.06% | 94 |
|
|
2020
Q2 | $123K | Sell |
6,760
-1,911
| -22% | -$34.8K | 0.1% | 77 |
|
|
2020
Q1 | $124K | Hold |
8,671
| – | – | 0.11% | 76 |
|
|
2019
Q4 | $244K | Buy |
+8,671
| New | +$244K | 0.19% | 68 |
|