IWA
IBEX Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$2K | – | 259 |
|
|
2021
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 426 |
|
|
2019
Q4 | – | Sell |
-98,941
| Closed | -$2.83M | – | 105 |
|
|
2019
Q3 | $2.83M | Buy |
98,941
+2,148
| +2% | +$61.4K | 0.94% | 48 |
|
|
2019
Q2 | $2.79M | Buy |
96,793
+1,430
| +1% | +$41.3K | 0.81% | 45 |
|
|
2019
Q1 | $2.78M | Buy |
95,363
+10,644
| +13% | +$310K | 0.97% | 36 |
|
|
2018
Q4 | $2.08M | Buy |
84,719
+2,735
| +3% | +$67.2K | 0.95% | 37 |
|
|
2018
Q3 | $2.39M | Sell |
81,984
-14,407
| -15% | -$420K | 0.85% | 53 |
|
|
2018
Q2 | $2.36M | Hold |
96,391
| – | – | 0.94% | 50 |
|
|
2018
Q1 | $2.36M | Buy |
+96,391
| New | +$2.36M | 0.96% | 49 |
|
|
2017
Q4 | – | Sell |
-95,457
| Closed | -$2.52M | – | 99 |
|
|
2017
Q3 | $2.52M | Sell |
95,457
-767
| -0.8% | -$20.2K | 0.93% | 47 |
|
|
2017
Q2 | $2.61M | Buy |
+96,224
| New | +$2.61M | 1.03% | 41 |
|
|
2017
Q1 | – | Sell |
-74,549
| Closed | -$2.08M | – | 163 |
|
|
2016
Q4 | $2.08M | Buy |
+74,549
| New | +$2.08M | 0.99% | 38 |
|