LWP
Legacy Wealth Planning’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,681
| Closed | -$236K | – | 90 |
|
|
2022
Q2 | $236K | Hold |
9,681
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $250K | Hold |
9,681
| – | – | 0.29% | 75 |
|
|
2021
Q4 | $213K | Sell |
9,681
-340
| -3% | -$7.48K | 0.24% | 89 |
|
|
2021
Q3 | $217K | Hold |
10,021
| – | – | 0.24% | 88 |
|
|
2021
Q2 | $242K | Hold |
10,021
| – | – | 0.28% | 81 |
|
|
2021
Q1 | $221K | Hold |
10,021
| – | – | 0.28% | 81 |
|
|
2020
Q4 | $196K | Hold |
10,021
| – | – | 0.25% | 81 |
|
|
2020
Q3 | $158K | Hold |
10,021
| – | – | 0.18% | 75 |
|
|
2020
Q2 | $182K | Hold |
10,021
| – | – | 0.22% | 74 |
|
|
2020
Q1 | $143K | Buy |
10,021
+180
| +2% | +$2.57K | 0.23% | 68 |
|
|
2019
Q4 | $277K | Buy |
+9,841
| New | +$277K | 0.31% | 56 |
|