PFA
Pathway Financial Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,036
| Closed | -$403K | – | 145 |
|
|
2021
Q4 | $403K | Buy |
+17,036
| New | +$403K | 0.14% | 76 |
|
|
2018
Q3 | – | Sell |
-4,776
| Closed | -$132K | – | 172 |
|
|
2018
Q2 | $132K | Hold |
4,776
| – | – | 0.08% | 125 |
|
|
2018
Q1 | $117K | Hold |
4,776
| – | – | 0.07% | 144 |
|
|
2017
Q4 | $127K | Buy |
+4,776
| New | +$127K | 0.07% | 131 |
|