MWM
Minot Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $252K | Buy |
10,324
+36
| +0.3% | +$879 | 0.06% | 157 |
|
|
2022
Q1 | $266K | Buy |
10,288
+38
| +0.4% | +$983 | 0.06% | 168 |
|
|
2021
Q4 | $225K | Buy |
+10,250
| New | +$225K | 0.04% | 183 |
|
|
2021
Q3 | – | Sell |
-8,250
| Closed | -$200K | – | 209 |
|
|
2021
Q2 | $200K | Buy |
+8,250
| New | +$200K | 0.04% | 192 |
|