Liberty Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-632
| Closed | -$14K | – | 444 |
|
2021
Q3 | $14K | Buy |
+632
| New | +$14K | 0.01% | 736 |
|
2020
Q3 | – | Sell |
-46
| Closed | -$1K | – | 881 |
|
2020
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 778 |
|
2020
Q1 | $1K | Buy |
46
+9
| +24% | +$196 | ﹤0.01% | 790 |
|
2019
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 820 |
|
2019
Q3 | $1K | Sell |
37
-589
| -94% | -$15.9K | ﹤0.01% | 785 |
|
2019
Q2 | $18K | Buy |
626
+580
| +1,261% | +$16.7K | 0.02% | 427 |
|
2019
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 668 |
|
2018
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 706 |
|