Lehman Financial Resources’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.6M | Sell |
90,540
-1,800
| -2% | -$51.7K | 1.22% | 20 |
|
|
2018
Q2 | $2.56M | Sell |
92,340
-200
| -0.2% | -$5.53K | 1.29% | 20 |
|
|
2018
Q1 | $2.27M | Sell |
92,540
-200
| -0.2% | -$4.9K | 1.16% | 23 |
|
|
2017
Q4 | $2.46M | Sell |
92,740
-104,498
| -53% | -$2.77M | 1.28% | 22 |
|
|
2017
Q3 | $5.14M | Sell |
197,238
-1,796
| -0.9% | -$46.8K | 2.61% | 11 |
|
|
2017
Q2 | $5.34M | Sell |
199,034
-96
| -0% | -$2.58K | 3.01% | 10 |
|
|
2017
Q1 | $5.5M | Sell |
199,130
-4,017
| -2% | -$111K | 3.04% | 11 |
|
|
2016
Q4 | $5.49M | Sell |
203,147
-7,816
| -4% | -$211K | 3.13% | 12 |
|
|
2016
Q3 | $5.83M | Buy |
210,963
+5,303
| +3% | +$146K | 3.37% | 10 |
|
|
2016
Q2 | $6.02M | Sell |
205,660
-4,626
| -2% | -$135K | 3.02% | 9 |
|
|
2016
Q1 | $5.18M | Sell |
210,286
-13,751
| -6% | -$339K | 2.76% | 8 |
|
|
2015
Q4 | $5.73M | Sell |
224,037
-3,381
| -1% | -$86.5K | 3.09% | 8 |
|
|
2015
Q3 | $5.66M | Buy |
227,418
+24,968
| +12% | +$622K | 2.88% | 6 |
|
|
2015
Q2 | $6.05M | Sell |
202,450
-1,616
| -0.8% | -$48.3K | 2.93% | 7 |
|
|
2015
Q1 | $6.72M | Buy |
204,066
+2,714
| +1% | +$89.4K | 3.09% | 5 |
|
|
2014
Q4 | $7.27M | Buy |
201,352
+11,662
| +6% | +$421K | 3.57% | 2 |
|
|
2014
Q3 | $7.65M | Buy |
189,690
+45,906
| +32% | +$1.85M | 3.99% | 2 |
|
|
2014
Q2 | $5.63M | Buy |
143,784
+5,800
| +4% | +$227K | 2.68% | 6 |
|
|
2014
Q1 | $4.79M | Buy |
137,984
+3,060
| +2% | +$106K | 2.47% | 4 |
|
|
2013
Q4 | $4.47M | Hold |
134,924
| – | – | 2.76% | 4 |
|
|
2013
Q3 | $4.12M | Buy |
134,924
+6,000
| +5% | +$183K | 2.64% | 5 |
|
|
2013
Q2 | $4.01M | Buy |
+128,924
| New | +$4.01M | 2.71% | 5 |
|