LFA
Legacy Financial Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$238K | – | 246 |
|
|
2022
Q3 | $238K | Hold |
10,000
| – | – | 0.06% | 190 |
|
|
2022
Q2 | $244K | Hold |
10,000
| – | – | 0.06% | 177 |
|
|
2022
Q1 | $258K | Hold |
10,000
| – | – | 0.06% | 190 |
|
|
2021
Q4 | $220K | Hold |
10,000
| – | – | 0.05% | 191 |
|
|
2021
Q3 | $216K | Hold |
10,000
| – | – | 0.05% | 170 |
|
|
2021
Q2 | $241K | Hold |
10,000
| – | – | 0.06% | 148 |
|
|
2021
Q1 | $220K | Sell |
10,000
-1,072
| -10% | -$23.6K | 0.06% | 142 |
|
|
2020
Q4 | $217K | Buy |
+11,072
| New | +$217K | 0.06% | 135 |
|
|
2019
Q2 | – | Sell |
-1,072
| Closed | -$31K | – | 352 |
|
|
2019
Q1 | $31K | Hold |
1,072
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $26K | Hold |
1,072
| – | – | 0.01% | 355 |
|
|
2018
Q3 | $30K | Hold |
1,072
| – | – | 0.01% | 310 |
|
|
2018
Q2 | $30K | Hold |
1,072
| – | – | 0.01% | 316 |
|
|
2018
Q1 | $27K | Hold |
1,072
| – | – | 0.01% | 316 |
|
|
2017
Q4 | $28K | Buy |
+1,072
| New | +$28K | 0.01% | 316 |
|