Private Vista’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-18,527
| Closed | -$264K | – | 130 |
|
2020
Q1 | $264K | Hold |
18,527
| – | – | 0.1% | 113 |
|
2019
Q4 | $522K | Sell |
18,527
-880
| -5% | -$24.8K | 0.14% | 72 |
|
2019
Q3 | $555K | Hold |
19,407
| – | – | 0.15% | 72 |
|
2019
Q2 | $560K | Sell |
19,407
-432
| -2% | -$12.5K | 0.14% | 75 |
|
2019
Q1 | $578K | Buy |
19,839
+432
| +2% | +$12.6K | 0.14% | 80 |
|
2018
Q4 | $477K | Hold |
19,407
| – | – | 0.11% | 86 |
|
2018
Q3 | $558K | Hold |
19,407
| – | – | 0.11% | 80 |
|
2018
Q2 | $537K | Hold |
19,407
| – | – | 0.12% | 78 |
|
2018
Q1 | $475K | Buy |
+19,407
| New | +$475K | 0.14% | 73 |
|