RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,263
| Closed | -$160K | – | 174 |
|
|
2021
Q4 | $160K | Buy |
+7,263
| New | +$160K | 0.02% | 100 |
|
|
2021
Q1 | – | Sell |
-17,650
| Closed | -$346K | – | 62 |
|
|
2020
Q4 | $346K | Buy |
+17,650
| New | +$346K | 0.07% | 38 |
|
|
2018
Q2 | – | Sell |
-26,072
| Closed | -$638K | – | 52 |
|
|
2018
Q1 | $638K | Sell |
26,072
-100
| -0.4% | -$2.45K | 0.31% | 38 |
|
|
2017
Q4 | $694K | Sell |
26,172
-633
| -2% | -$16.8K | 0.37% | 37 |
|
|
2017
Q3 | $699K | Hold |
26,805
| – | – | 0.47% | 29 |
|
|
2017
Q2 | $726K | Sell |
26,805
-650
| -2% | -$17.6K | 0.5% | 29 |
|
|
2017
Q1 | $758K | Sell |
27,455
-9,763
| -26% | -$270K | 0.51% | 30 |
|
|
2016
Q4 | $1.01M | Sell |
37,218
-446
| -1% | -$12.1K | 0.57% | 26 |
|
|
2016
Q3 | $1.04M | Buy |
+37,664
| New | +$1.04M | 0.64% | 24 |
|