Notis-McConarty Edward’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
Q4
Sell
-12,000
Closed -$189K 96
2020
Q3
$189K Hold
12,000
0.08% 96
2020
Q2
$218K Hold
12,000
0.1% 91
2020
Q1
$172K Hold
12,000
0.1% 88
2019
Q4
$338K Hold
12,000
0.15% 87
2019
Q3
$343K Hold
12,000
0.16% 88
2019
Q2
$346K Sell
12,000
-5,000
-29% -$144K 0.16% 88
2019
Q1
$495K Hold
17,000
0.24% 78
2018
Q4
$418K Buy
+17,000
New +$418K 0.23% 78
2015
Q4
Sell
-7,000
Closed -$174K 102
2015
Q3
$174K Hold
7,000
0.13% 98
2015
Q2
$209K Hold
7,000
0.14% 101
2015
Q1
$231K Buy
7,000
+1,000
+17% +$33K 0.16% 101
2014
Q4
$217K Hold
6,000
0.15% 101
2014
Q3
$242K Buy
6,000
+4,000
+200% +$161K 0.17% 100
2014
Q2
$78K Hold
2,000
0.05% 114
2014
Q1
$69K Hold
2,000
0.05% 108
2013
Q4
$66K Buy
+2,000
New +$66K 0.05% 108