IWA
Intercontinental Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $400K | Buy |
15,176
+27
| +0.2% | +$711 | 0.1% | 216 |
|
|
2023
Q1 | $392K | Sell |
15,149
-286
| -2% | -$7.41K | 0.1% | 224 |
|
|
2022
Q4 | $372K | Sell |
15,435
-826
| -5% | -$19.9K | 0.11% | 205 |
|
|
2022
Q3 | $387K | Buy |
16,261
+16
| +0.1% | +$381 | 0.12% | 191 |
|
|
2022
Q2 | $396K | Buy |
16,245
+27
| +0.2% | +$658 | 0.11% | 191 |
|
|
2022
Q1 | $419K | Sell |
16,218
-413
| -2% | -$10.7K | 0.1% | 198 |
|
|
2021
Q4 | $365K | Sell |
16,631
-1,762
| -10% | -$38.7K | 0.08% | 219 |
|
|
2021
Q3 | $398K | Sell |
18,393
-10,998
| -37% | -$238K | 0.09% | 195 |
|
|
2021
Q2 | $709K | Sell |
29,391
-101
| -0.3% | -$2.44K | 0.14% | 119 |
|
|
2021
Q1 | $649K | Sell |
29,492
-1,692
| -5% | -$37.2K | 0.14% | 124 |
|
|
2020
Q4 | $611K | Sell |
31,184
-5,971
| -16% | -$117K | 0.15% | 118 |
|
|
2020
Q3 | $587K | Buy |
37,155
+273
| +0.7% | +$4.31K | 0.17% | 103 |
|
|
2020
Q2 | $670K | Sell |
36,882
-2,066
| -5% | -$37.5K | 0.22% | 93 |
|
|
2020
Q1 | $557K | Buy |
38,948
+19,760
| +103% | +$283K | 0.29% | 82 |
|
|
2019
Q4 | $505K | Sell |
19,188
-27,106
| -59% | -$713K | 0.42% | 45 |
|
|
2019
Q3 | $1.32M | Buy |
46,294
+85
| +0.2% | +$2.43K | 0.81% | 27 |
|
|
2019
Q2 | $1.33M | Sell |
46,209
-5,375
| -10% | -$155K | 0.69% | 29 |
|
|
2019
Q1 | $1.5M | Sell |
51,584
-1,663
| -3% | -$48.4K | 0.74% | 28 |
|
|
2018
Q4 | $1.31M | Sell |
53,247
-4,430
| -8% | -$109K | 0.73% | 28 |
|
|
2018
Q3 | $1.66M | Sell |
57,677
-3,240
| -5% | -$93.1K | 0.83% | 28 |
|
|
2018
Q2 | $1.69M | Sell |
60,917
-2,708
| -4% | -$74.9K | 0.94% | 25 |
|
|
2018
Q1 | $1.56M | Sell |
63,625
-12,136
| -16% | -$297K | 0.9% | 29 |
|
|
2017
Q4 | $2.01M | Sell |
75,761
-5,838
| -7% | -$155K | 1.13% | 24 |
|
|
2017
Q3 | $2.13M | Sell |
81,599
-3,861
| -5% | -$101K | 1.3% | 19 |
|
|
2017
Q2 | $2.31M | Sell |
85,460
-11,415
| -12% | -$309K | 1.49% | 21 |
|
|
2017
Q1 | $2.68M | Buy |
96,875
+1,007
| +1% | +$27.8K | 1.6% | 21 |
|
|
2016
Q4 | $2.59M | Sell |
95,868
-2,875
| -3% | -$77.7K | 1.67% | 21 |
|
|
2016
Q3 | $2.73M | Sell |
98,743
-745
| -0.7% | -$20.6K | 1.94% | 18 |
|
|
2016
Q2 | $2.91M | Sell |
99,488
-8,509
| -8% | -$249K | 2.15% | 16 |
|
|
2016
Q1 | $2.66M | Sell |
107,997
-739
| -0.7% | -$18.2K | 2% | 19 |
|
|
2015
Q4 | $2.78M | Buy |
+108,736
| New | +$2.78M | 1.91% | 17 |
|