Personal Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-12,071
| Closed | -$265K | – | 508 |
|
2021
Q4 | $265K | Sell |
12,071
-341
| -3% | -$7.49K | ﹤0.01% | 462 |
|
2021
Q3 | $269K | Buy |
12,412
+2,333
| +23% | +$50.6K | ﹤0.01% | 423 |
|
2021
Q2 | $243K | Buy |
+10,079
| New | +$243K | ﹤0.01% | 443 |
|
2020
Q4 | – | Sell |
-10,894
| Closed | -$172K | – | 462 |
|
2020
Q3 | $172K | Sell |
10,894
-2,610
| -19% | -$41.2K | ﹤0.01% | 405 |
|
2020
Q2 | $245K | Sell |
13,504
-1,149
| -8% | -$20.8K | ﹤0.01% | 324 |
|
2020
Q1 | $210K | Hold |
14,653
| – | – | ﹤0.01% | 326 |
|
2019
Q4 | $413K | Buy |
14,653
+3,227
| +28% | +$91K | ﹤0.01% | 284 |
|
2019
Q3 | $326K | Sell |
11,426
-1,110
| -9% | -$31.7K | ﹤0.01% | 281 |
|
2019
Q2 | $362K | Buy |
+12,536
| New | +$362K | ﹤0.01% | 259 |
|
2018
Q4 | – | Sell |
-7,638
| Closed | -$219K | – | 313 |
|
2018
Q3 | $219K | Buy |
+7,638
| New | +$219K | ﹤0.01% | 283 |
|