Northstar Wealth Partners’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
Q3 | $465K | Sell |
29,483
-912
| -3% | -$14.4K | 0.22% | 91 |
|
|
2020
Q2 | $552K | Buy |
30,395
+3,489
| +13% | +$63.4K | 0.23% | 99 |
|
|
2020
Q1 | $384K | Buy |
26,906
+3,066
| +13% | +$43.8K | 0.2% | 108 |
|
|
2019
Q4 | $671K | Buy |
23,840
+1,596
| +7% | +$44.9K | 0.27% | 93 |
|
|
2019
Q3 | $636K | Buy |
22,244
+1,300
| +6% | +$37.2K | 0.28% | 91 |
|
|
2019
Q2 | $605K | Buy |
20,944
+52
| +0.2% | +$1.5K | 0.27% | 98 |
|
|
2019
Q1 | $608K | Buy |
20,892
+2,552
| +14% | +$74.3K | 0.28% | 97 |
|
|
2018
Q4 | $451K | Sell |
18,340
-1,946
| -10% | -$47.9K | 0.24% | 105 |
|
|
2018
Q3 | $582K | Sell |
20,286
-1,046
| -5% | -$30K | 0.28% | 95 |
|
|
2018
Q2 | $590K | Buy |
21,332
+53
| +0.2% | +$1.47K | 0.3% | 99 |
|
|
2018
Q1 | $520K | Buy |
21,279
+4,837
| +29% | +$118K | 0.27% | 105 |
|
|
2017
Q4 | $457K | Sell |
16,442
-2,155
| -12% | -$59.9K | 0.41% | 76 |
|
|
2017
Q3 | $490K | Buy |
18,597
+4,053
| +28% | +$107K | 0.48% | 69 |
|
|
2017
Q2 | $395K | Buy |
14,544
+126
| +0.9% | +$3.42K | 0.36% | 84 |
|
|
2017
Q1 | $397K | Buy |
+14,418
| New | +$397K | 0.37% | 84 |
|