Legacy Wealth Planning’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$236K Hold
2022
Q1
$250K Hold
2021
Q4
$213K Sell
2021
Q3
$217K Hold
2021
Q2
$242K Hold
2021
Q1
$221K Hold
2020
Q4
$196K Hold
2020
Q3
$158K Hold
2020
Q2
$182K Hold
2020
Q1
$143K Buy
2019
Q4
$277K Buy