Patriot Wealth 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
2014
Q3
Sell
-16,420
Closed -$643K 62
2014
Q2
$643K Sell
16,420
-266
-2% -$10.4K 0.16% 57
2014
Q1
$579K Sell
16,686
-320
-2% -$11.1K 0.15% 56
2013
Q4
$564K Buy
+17,006
New +$564K 0.16% 57