Parasol Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$27K | – | 107 |
|
|
2016
Q4 | $27K | Sell |
1,000
-560
| -36% | -$15.1K | 0.03% | 123 |
|
|
2016
Q3 | $43K | Hold |
1,560
| – | – | 0.04% | 100 |
|
|
2016
Q2 | $46K | Hold |
1,560
| – | – | 0.05% | 95 |
|
|
2016
Q1 | $38K | Hold |
1,560
| – | – | 0.04% | 97 |
|
|
2015
Q4 | $40K | Hold |
1,560
| – | – | 0.04% | 93 |
|
|
2015
Q3 | $39K | Sell |
1,560
-4,235
| -73% | -$106K | 0.04% | 98 |
|
|
2015
Q2 | $173K | Hold |
5,795
| – | – | 0.12% | 64 |
|
|
2015
Q1 | $191K | Hold |
5,795
| – | – | 0.12% | 61 |
|
|
2014
Q4 | $209K | Buy |
5,795
+3,580
| +162% | +$129K | 0.14% | 60 |
|
|
2014
Q3 | $89K | Buy |
2,215
+1,215
| +122% | +$48.8K | 0.06% | 75 |
|
|
2014
Q2 | $39K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2014
Q1 | $35K | Hold |
1,000
| – | – | 0.02% | 110 |
|
|
2013
Q4 | $33K | Buy |
+1,000
| New | +$33K | 0.02% | 113 |
|