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Heritage Financial Services’s Enterprise Products Partners EPD Stock Holding History

Heritage Financial Services’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60
Closed -$1K – 188
2022
Q2 		$1K Buy
+60
New +$1.58K ﹤0.01% 443

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Heritage Financial Services's EPD Position: Q3 2022 in Review

Heritage Financial Services sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 60 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in EPD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Heritage Financial Services reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 60 Enterprise Products Partners shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Enterprise Products Partners in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Enterprise Products Partners position peaked at $1K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.