Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.8M | Sell |
65,787
-38
| -0.1% | -$1.04K | 0.38% | 77 |
|
|
2023
Q2 | $1.73M | Sell |
65,825
-2,055
| -3% | -$54.1K | 0.35% | 78 |
|
|
2023
Q1 | $1.76M | Hold |
67,880
| – | – | 0.38% | 76 |
|
|
2022
Q4 | $1.64M | Sell |
67,880
-75
| -0.1% | -$1.81K | 0.37% | 77 |
|
|
2022
Q3 | $1.62M | Buy |
67,955
+75
| +0.1% | +$1.78K | 0.4% | 73 |
|
|
2022
Q2 | $1.65M | Hold |
67,880
| – | – | 0.4% | 68 |
|
|
2022
Q1 | $1.75M | Buy |
67,880
+12,850
| +23% | +$332K | 0.37% | 71 |
|
|
2021
Q4 | $1.21M | Sell |
55,030
-496
| -0.9% | -$10.9K | 0.24% | 81 |
|
|
2021
Q3 | $1.2M | Buy |
55,526
+4,350
| +9% | +$94.2K | 0.26% | 77 |
|
|
2021
Q2 | $1.24M | Sell |
51,176
-17,430
| -25% | -$421K | 0.27% | 79 |
|
|
2021
Q1 | $1.51M | Buy |
68,606
+4,900
| +8% | +$108K | 0.37% | 65 |
|
|
2020
Q4 | $1.25M | Sell |
63,706
-900
| -1% | -$17.6K | 0.33% | 64 |
|
|
2020
Q3 | $1.02M | Hold |
64,606
| – | – | 0.31% | 69 |
|
|
2020
Q2 | $1.17M | Sell |
64,606
-19,000
| -23% | -$345K | 0.39% | 56 |
|
|
2020
Q1 | $1.2M | Buy |
83,606
+40,515
| +94% | +$580K | 0.48% | 51 |
|
|
2019
Q4 | $1.21M | Buy |
+43,091
| New | +$1.21M | 0.35% | 60 |
|