Partnervest Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$174K	Buy	+11,036	New	+$193K	0.06%	238
2019 Q4	–	Sell	-7,314	Closed	-$209K	–	255
2019 Q3	$209K	Sell	7,314 -693	-9%	-$20.2K	0.07%	214
2019 Q2	$231K	Sell	8,007 -892	-10%	-$25.7K	0.09%	186
2019 Q1	$259K	Sell	8,899 -174	-2%	-$4.86K	0.11%	175
2018 Q4	$223K	Sell	9,073 -4,092	-31%	-$110K	0.11%	173
2018 Q3	$378K	Buy	13,165 +1,621	+14%	+$46.8K	0.15%	135
2018 Q2	$319K	Buy	+11,544	New	+$316K	0.15%	138
2017 Q2	–	Sell	-7,423	Closed	-$205K	–	203
2017 Q1	$205K	Sell	7,423 -627	-8%	-$17.5K	0.09%	187
2016 Q4	$218K	Buy	+8,050	New	+$210K	0.1%	186
2015 Q1	–	Sell	-5,740	Closed	-$207K	–	172
2014 Q4	$207K	Sell	5,740 -904	-14%	-$33.4K	0.1%	143
2014 Q3	$268K	Buy	6,644 +70	+1%	+$2.75K	0.14%	118
2014 Q2	$257K	Sell	6,574 -3,194	-33%	-$118K	0.12%	121
2014 Q1	$339K	Sell	9,768 -1,276	-12%	-$42.3K	0.15%	99
2013 Q4	$366K	Sell	11,044 -1,190	-10%	-$37.1K	0.17%	97
2013 Q3	$373K	Buy	12,234 +8,686	+245%	+$266K	0.19%	74
2013 Q2	$110K	Buy	+3,548	New	+$107K	0.05%	145