Klingman & Associates’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-650
| Closed | -$19K | – | 374 |
|
|
2016
Q2 | $19K | Hold |
650
| – | – | 0.01% | 263 |
|
|
2016
Q1 | $16K | Sell |
650
-9,850
| -94% | -$242K | 0.01% | 272 |
|
|
2015
Q4 | $269K | Hold |
10,500
| – | – | 0.1% | 89 |
|
|
2015
Q3 | $261K | Buy |
10,500
+9,250
| +740% | +$230K | 0.1% | 89 |
|
|
2015
Q2 | $37K | Hold |
1,250
| – | – | 0.01% | 201 |
|
|
2015
Q1 | $41K | Hold |
1,250
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $45K | Buy |
+1,250
| New | +$45K | 0.02% | 181 |
|