KMG Fiduciary Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-9,826
| Closed | -$277K | – | 134 |
|
2019
Q4 | $277K | Hold |
9,826
| – | – | 0.08% | 110 |
|
2019
Q3 | $281K | Hold |
9,826
| – | – | 0.1% | 97 |
|
2019
Q2 | $284K | Buy |
9,826
+341
| +4% | +$9.86K | 0.1% | 92 |
|
2019
Q1 | $276K | Hold |
9,485
| – | – | 0.1% | 94 |
|
2018
Q4 | $233K | Buy |
+9,485
| New | +$233K | 0.11% | 90 |
|