PWMAG
Pinnacle Wealth Management Advisory Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,531
| Closed | -$307K | – | 357 |
|
|
2024
Q1 | $307K | Buy |
+10,531
| New | +$307K | 0.03% | 256 |
|
|
2023
Q3 | – | Sell |
-10,651
| Closed | -$281K | – | 326 |
|
|
2023
Q2 | $281K | Hold |
10,651
| – | – | 0.03% | 248 |
|
|
2023
Q1 | $276K | Hold |
10,651
| – | – | 0.04% | 247 |
|
|
2022
Q4 | $257K | Hold |
10,651
| – | – | 0.04% | 243 |
|
|
2022
Q3 | $253K | Hold |
10,651
| – | – | 0.04% | 229 |
|
|
2022
Q2 | $260K | Hold |
10,651
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $275K | Hold |
10,651
| – | – | 0.04% | 238 |
|
|
2021
Q4 | $234K | Buy |
+10,651
| New | +$234K | 0.04% | 240 |
|