Perennial Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,676
| Closed | -$66K | – | 114 |
|
|
2018
Q4 | $66K | Buy |
+2,676
| New | +$66K | 0.04% | 91 |
|
|
2018
Q3 | – | Hold |
0
| – | -$74K | – | 92 |
|
|
2018
Q2 | – | Hold |
0
| – | -$66K | – | 97 |
|
|
2018
Q1 | – | Hold |
0
| – | -$66K | – | 95 |
|
|
2017
Q4 | – | Hold |
0
| – | -$65K | – | 98 |
|
|
2017
Q3 | – | Hold |
0
| – | -$68K | – | 95 |
|
|
2017
Q2 | – | Hold |
0
| – | -$69K | – | 92 |
|
|
2017
Q1 | – | Hold |
0
| – | -$68K | – | 90 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 92 |
|