Laurel Wealth Advisors (California)’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $441K | Buy |
18,299
+591
| +3% | +$14.2K | 0.04% | 389 |
|
|
2022
Q3 | $422K | Buy |
17,708
+269
| +2% | +$6.41K | 0.05% | 382 |
|
|
2022
Q2 | $425K | Buy |
17,439
+1,625
| +10% | +$39.6K | 0.04% | 397 |
|
|
2022
Q1 | $408K | Sell |
15,814
-5,733
| -27% | -$148K | 0.03% | 478 |
|
|
2021
Q4 | $474K | Buy |
21,547
+3,051
| +16% | +$67.1K | 0.04% | 467 |
|
|
2021
Q3 | $400K | Buy |
18,496
+1,796
| +11% | +$38.8K | 0.07% | 278 |
|
|
2021
Q2 | $403K | Buy |
16,700
+600
| +4% | +$14.5K | 0.05% | 326 |
|
|
2021
Q1 | $355K | Sell |
16,100
-11,015
| -41% | -$243K | 0.05% | 323 |
|
|
2020
Q4 | $531K | Buy |
27,115
+1,370
| +5% | +$26.8K | 0.08% | 235 |
|
|
2020
Q3 | $407K | Sell |
25,745
-31
| -0.1% | -$490 | 0.07% | 251 |
|
|
2020
Q2 | $468K | Sell |
25,776
-1,800
| -7% | -$32.7K | 0.09% | 228 |
|
|
2020
Q1 | $394K | Sell |
27,576
-2,694
| -9% | -$38.5K | 0.09% | 225 |
|
|
2019
Q4 | $852K | Sell |
30,270
-13,968
| -32% | -$393K | 0.14% | 164 |
|
|
2019
Q3 | $1.26M | Buy |
44,238
+10,997
| +33% | +$314K | 0.22% | 126 |
|
|
2019
Q2 | $960K | Buy |
33,241
+3,560
| +12% | +$103K | 0.21% | 123 |
|
|
2019
Q1 | $864K | Buy |
29,681
+5,967
| +25% | +$174K | 0.21% | 127 |
|
|
2018
Q4 | $583K | Sell |
23,714
-6,594
| -22% | -$162K | 0.17% | 138 |
|
|
2018
Q3 | $870K | Buy |
30,308
+7,554
| +33% | +$217K | 0.21% | 112 |
|
|
2018
Q2 | $629K | Buy |
22,754
+255
| +1% | +$7.05K | 0.17% | 134 |
|
|
2018
Q1 | $550K | Buy |
22,499
+55
| +0.2% | +$1.35K | 0.17% | 139 |
|
|
2017
Q4 | $595K | Buy |
22,444
+1,057
| +5% | +$28K | 0.17% | 145 |
|
|
2017
Q3 | $557K | Buy |
21,387
+53
| +0.2% | +$1.38K | 0.19% | 126 |
|
|
2017
Q2 | $577K | Buy |
21,334
+350
| +2% | +$9.47K | 0.21% | 121 |
|
|
2017
Q1 | $579K | Buy |
20,984
+92
| +0.4% | +$2.54K | 0.22% | 111 |
|
|
2016
Q4 | $564K | Buy |
20,892
+1,132
| +6% | +$30.6K | 0.25% | 102 |
|
|
2016
Q3 | $546K | Buy |
19,760
+2,644
| +15% | +$73.1K | 0.26% | 102 |
|
|
2016
Q2 | $501K | Buy |
17,116
+5,293
| +45% | +$155K | 0.24% | 106 |
|
|
2016
Q1 | $291K | Buy |
+11,823
| New | +$291K | 0.15% | 173 |
|