Jackson Grant Investment Advisers’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
Q4 | – | Sell |
-508
| Closed | -$13K | – | 212 |
|
|
2017
Q3 | $13K | Buy |
508
+8
| +2% | +$205 | 0.01% | 191 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | 0.01% | 167 |
|
|
2017
Q1 | $14K | Hold |
500
| – | – | 0.01% | 159 |
|
|
2016
Q4 | $14K | Hold |
500
| – | – | 0.01% | 160 |
|
|
2016
Q3 | $14K | Buy |
+500
| New | +$14K | 0.01% | 154 |
|
|
2016
Q1 | – | Sell |
-3,268
| Closed | -$84K | – | 172 |
|
|
2015
Q4 | $84K | Buy |
+3,268
| New | +$84K | 0.08% | 84 |
|