Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.1M | Sell |
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|
2023
Q2 | $12.9M | Sell |
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2023
Q1 | $14M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $9.36M | Buy |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $8.61M | Sell |
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|
2021
Q1 | $8.21M | Buy |
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|
2020
Q4 | $6.95M | Buy |
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|
2020
Q3 | $4.35M | Sell |
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|
2020
Q2 | $6.13M | Sell |
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|
2020
Q1 | $5.2M | Buy |
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|
2019
Q4 | $8.91M | Sell |
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|
2019
Q3 | $9.17M | Sell |
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|
2019
Q2 | $9.61M | Buy |
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|
2019
Q1 | $9.37M | Sell |
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|
2018
Q4 | $7.95M | Sell |
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|
2018
Q3 | $9.53M | Buy |
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|
2018
Q2 | $9M | Sell |
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|
2018
Q1 | $8.03M | Sell |
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|
2017
Q4 | $8.88M | Buy |
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