PWA
Phoenix Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,215
| Closed | -$134K | – | 190 |
|
|
2021
Q3 | $134K | Hold |
6,215
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $152K | Hold |
6,215
| – | – | 0.11% | 134 |
|
|
2021
Q1 | $138K | Hold |
6,215
| – | – | 0.11% | 133 |
|
|
2020
Q4 | $122K | Buy |
+6,215
| New | +$122K | 0.09% | 135 |
|