Madison Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.65M | Hold |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.02M | Hold |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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