Orser Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,355
| Closed | -$1.18M | – | 61 |
|
|
2019
Q4 | $1.18M | Buy |
42,355
+5,514
| +15% | +$154K | 1.15% | 34 |
|
|
2019
Q3 | $1.02M | Buy |
36,841
+1,200
| +3% | +$33.1K | 1.19% | 31 |
|
|
2019
Q2 | $1.19M | Sell |
35,641
-5,514
| -13% | -$184K | 1.23% | 31 |
|
|
2019
Q1 | $1.2M | Buy |
41,155
+5,514
| +15% | +$161K | 1.32% | 31 |
|
|
2018
Q4 | $1.02M | Hold |
35,641
| – | – | 1.17% | 36 |
|
|
2018
Q3 | $1.02M | Sell |
35,641
-283
| -0.8% | -$8.08K | 0.97% | 41 |
|
|
2018
Q2 | $1M | Sell |
35,924
-5,640
| -14% | -$158K | 0.87% | 50 |
|
|
2018
Q1 | $1.1M | Buy |
41,564
+5,640
| +16% | +$150K | 1.02% | 42 |
|
|
2017
Q4 | $1.04M | Buy |
+35,924
| New | +$1.04M | 0.92% | 48 |
|