Integrated Wealth Management (Palm Desert)’s Enterprise Products Partners EPD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EPD Stock Details EPD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$3.27M	Buy
2016 Q4	$3.18M	Hold
2016 Q3	$3.25M	Buy
2016 Q2	$3.41M	Hold
2016 Q1	$2.87M	Hold
2015 Q4	$2.98M	Hold
2015 Q3	$2.9M	Sell
2015 Q2	$3.49M	Buy
2015 Q1	$3.84M	Buy