Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,766
| Closed | -$219K | – | 161 |
|
|
2019
Q4 | $219K | Buy |
7,766
+18
| +0.2% | +$508 | 0.05% | 149 |
|
|
2019
Q3 | $221K | Sell |
7,748
-85
| -1% | -$2.42K | 0.05% | 145 |
|
|
2019
Q2 | $226K | Sell |
7,833
-284
| -3% | -$8.19K | 0.05% | 148 |
|
|
2019
Q1 | $236K | Sell |
8,117
-3,959
| -33% | -$115K | 0.06% | 135 |
|
|
2018
Q4 | $297K | Buy |
12,076
+3,868
| +47% | +$95.1K | 0.07% | 133 |
|
|
2018
Q3 | $236K | Sell |
8,208
-36
| -0.4% | -$1.04K | 0.05% | 129 |
|
|
2018
Q2 | $228K | Sell |
8,244
-35
| -0.4% | -$968 | 0.06% | 134 |
|
|
2018
Q1 | $203K | Sell |
8,279
-20
| -0.2% | -$490 | 0.05% | 138 |
|
|
2017
Q4 | $220K | Sell |
8,299
-1,067
| -11% | -$28.3K | 0.05% | 139 |
|
|
2017
Q3 | $244K | Buy |
9,366
+65
| +0.7% | +$1.69K | 0.06% | 137 |
|
|
2017
Q2 | $252K | Buy |
9,301
+14
| +0.2% | +$379 | 0.07% | 133 |
|
|
2017
Q1 | $256K | Buy |
9,287
+13
| +0.1% | +$358 | 0.07% | 133 |
|
|
2016
Q4 | $251K | Buy |
9,274
+1,614
| +21% | +$43.7K | 0.07% | 132 |
|
|
2016
Q3 | $212K | Buy |
7,660
+13
| +0.2% | +$360 | 0.07% | 142 |
|
|
2016
Q2 | $224K | Buy |
+7,647
| New | +$224K | 0.07% | 136 |
|
|
2015
Q4 | – | Sell |
-8,258
| Closed | -$206K | – | 150 |
|
|
2015
Q3 | $206K | Buy |
8,258
+11
| +0.1% | +$274 | 0.07% | 141 |
|
|
2015
Q2 | $246K | Buy |
8,247
+59
| +0.7% | +$1.76K | 0.08% | 129 |
|
|
2015
Q1 | $270K | Buy |
8,188
+109
| +1% | +$3.59K | 0.09% | 110 |
|
|
2014
Q4 | $292K | Buy |
+8,079
| New | +$292K | 0.12% | 101 |
|