Regal Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Hold |
0
| – | -$200K | – | 267 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 252 |
|
2016
Q4 | – | Hold |
0
| – | -$203K | – | 254 |
|
2016
Q3 | – | Hold |
0
| – | -$214K | – | 246 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 229 |
|
2015
Q4 | – | Sell |
-7,530
| Closed | -$187K | – | 448 |
|
2015
Q3 | $187K | Sell |
7,530
-102
| -1% | -$2.53K | 0.05% | 243 |
|
2015
Q2 | $228K | Buy |
7,632
+510
| +7% | +$15.2K | 0.06% | 226 |
|
2015
Q1 | $235K | Buy |
7,122
+1,783
| +33% | +$58.8K | 0.06% | 230 |
|
2014
Q4 | $193K | Buy |
5,339
+87
| +2% | +$3.15K | 0.05% | 232 |
|
2014
Q3 | $212K | Sell |
5,252
-582
| -10% | -$23.5K | 0.06% | 215 |
|
2014
Q2 | $228K | Sell |
5,834
-98
| -2% | -$3.83K | 0.08% | 193 |
|
2014
Q1 | $206K | Sell |
5,932
-274
| -4% | -$9.52K | 0.09% | 178 |
|
2013
Q4 | $206K | Sell |
6,206
-758
| -11% | -$25.2K | 0.12% | 150 |
|
2013
Q3 | $213K | Sell |
6,964
-2,490
| -26% | -$76.2K | 0.12% | 161 |
|
2013
Q2 | $294K | Buy |
+9,454
| New | +$294K | 0.16% | 130 |
|