Keebeck 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-51,800
| Closed | -$1.14M | – | 242 |
|
2021
Q1 | $1.14M | Hold |
51,800
| – | – | 0.18% | 100 |
|
2020
Q4 | $1.02M | Buy |
51,800
+1,800
| +4% | +$35.3K | 0.18% | 93 |
|
2020
Q3 | $789K | Hold |
50,000
| – | – | 0.16% | 97 |
|
2020
Q2 | $908K | Hold |
50,000
| – | – | 0.29% | 70 |
|
2020
Q1 | $715K | Buy |
+50,000
| New | +$715K | 0.3% | 70 |
|