Integrated Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.27M | Buy |
118,548
+900
| +0.8% | +$24.8K | 1.1% | 24 |
|
|
2016
Q4 | $3.18M | Hold |
117,648
| – | – | 1.19% | 21 |
|
|
2016
Q3 | $3.25M | Buy |
117,648
+1,110
| +1% | +$30.7K | 1.16% | 16 |
|
|
2016
Q2 | $3.41M | Hold |
116,538
| – | – | 1.32% | 13 |
|
|
2016
Q1 | $2.87M | Hold |
116,538
| – | – | 1.21% | 17 |
|
|
2015
Q4 | $2.98M | Hold |
116,538
| – | – | 1.28% | 17 |
|
|
2015
Q3 | $2.9M | Sell |
116,538
-259
| -0.2% | -$6.45K | 1.27% | 16 |
|
|
2015
Q2 | $3.49M | Buy |
116,797
+259
| +0.2% | +$7.74K | 1.35% | 14 |
|
|
2015
Q1 | $3.84M | Buy |
+116,538
| New | +$3.84M | 1.6% | 11 |
|