LWA
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Lenox Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lenox Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$14K – 818
2019
Q4 		$14K Sell
500
-3,375
-87% -$91.5K ﹤0.01% 377
2019
Q3 		$111K Buy
+3,875
New +$113K 0.02% 107
2015
Q4 		– Sell
-2,922
Closed -$73K – 522
2015
Q3 		$73K Buy
+2,922
New +$81.1K 0.03% 63
2015
Q2 		– Sell
-2,361
Closed -$78K – 309
2015
Q1 		$78K Buy
2,361
+25
+1% +$838 0.03% 59
2014
Q4 		$84K Buy
2,336
+22
+1% +$813 0.04% 57
2014
Q3 		$93K Buy
+2,314
New +$90.8K 0.04% 45
2014
Q1 		– Sell
-2,246
Closed -$74K – 234
2013
Q4 		$74K Buy
+2,246
New +$70K 0.05% 51

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