Lenox Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$14K | – | 818 |
|
|
2019
Q4 | $14K | Sell |
500
-3,375
| -87% | -$94.5K | ﹤0.01% | 377 |
|
|
2019
Q3 | $111K | Buy |
+3,875
| New | +$111K | 0.02% | 107 |
|
|
2015
Q4 | – | Sell |
-2,922
| Closed | -$73K | – | 522 |
|
|
2015
Q3 | $73K | Buy |
+2,922
| New | +$73K | 0.03% | 63 |
|
|
2015
Q2 | – | Sell |
-2,361
| Closed | -$78K | – | 309 |
|
|
2015
Q1 | $78K | Buy |
2,361
+25
| +1% | +$826 | 0.03% | 59 |
|
|
2014
Q4 | $84K | Buy |
2,336
+22
| +1% | +$791 | 0.04% | 57 |
|
|
2014
Q3 | $93K | Buy |
+2,314
| New | +$93K | 0.04% | 45 |
|
|
2014
Q1 | – | Sell |
-2,246
| Closed | -$74K | – | 234 |
|
|
2013
Q4 | $74K | Buy |
+2,246
| New | +$74K | 0.05% | 51 |
|