Osborn Williams & Donohoe’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 |
-29,288
| Closed | -$825K | – | 274 |
|
|
2019
Q4 | $825K | Buy |
29,288
+142
| +0.5% | +$4K | 0.08% | 185 |
|
|
2019
Q3 | $833K | Hold |
29,146
| – | – | 0.08% | 182 |
|
|
2019
Q2 | $841K | Hold |
29,146
| – | – | 0.09% | 181 |
|
|
2019
Q1 | $855K | Buy |
+29,146
| New | +$855K | 0.09% | 188 |
|
|
2014
Q1 | – | Sell |
-8,480
| Closed | -$281K | – | 224 |
|
|
2013
Q4 | $281K | Hold |
8,480
| – | – | 0.06% | 182 |
|
|
2013
Q3 | $259K | Hold |
8,480
| – | – | 0.06% | 191 |
|
|
2013
Q2 | $264K | Buy |
+8,480
| New | +$264K | 0.07% | 184 |
|