Rench Wealth Management’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
Q1 | – | Sell |
-8,891
| Closed | -$250K | – | 38 |
|
|
2019
Q4 | $250K | Sell |
8,891
-354
| -4% | -$9.95K | 0.14% | 41 |
|
|
2019
Q3 | $264K | Buy |
9,245
+636
| +7% | +$18.2K | 0.17% | 40 |
|
|
2019
Q2 | $249K | Buy |
8,609
+129
| +2% | +$3.73K | 0.16% | 48 |
|
|
2019
Q1 | $247K | Buy |
8,480
+131
| +2% | +$3.82K | 0.16% | 48 |
|
|
2018
Q4 | $205K | Buy |
8,349
+131
| +2% | +$3.22K | 0.15% | 50 |
|
|
2018
Q3 | $236K | Buy |
8,218
+118
| +1% | +$3.39K | 0.16% | 47 |
|
|
2018
Q2 | $224K | Buy |
+8,100
| New | +$224K | 0.16% | 49 |
|
|
2018
Q1 | – | Sell |
-7,850
| Closed | -$208K | – | 54 |
|
|
2017
Q4 | $208K | Buy |
7,850
+130
| +2% | +$3.45K | 0.14% | 54 |
|
|
2017
Q3 | $201K | Buy |
7,720
+120
| +2% | +$3.12K | 0.14% | 53 |
|
|
2017
Q2 | $206K | Hold |
7,600
| – | – | 0.15% | 52 |
|
|
2017
Q1 | $210K | Hold |
7,600
| – | – | 0.16% | 51 |
|
|
2016
Q4 | $206K | Buy |
+7,600
| New | +$206K | 0.16% | 46 |
|