Integrated Wealth Management’s EP Energy Corporation EPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-150
| Closed | -$1K | – | 1171 |
|
|
2016
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 1218 |
|
|
2016
Q2 | $1K | Hold |
150
| – | – | ﹤0.01% | 1246 |
|
|
2016
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 1162 |
|
|
2015
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 1268 |
|
|
2015
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 1270 |
|
|
2015
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q1 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 1245 |
|