Ropes Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $436K | Hold |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $174K | Buy |
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|
2020
Q2 | $145K | Sell |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $299K | Buy |
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|
2018
Q2 | $282K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $353K | Buy |
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|
2016
Q3 | $277K | Hold |
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|
2016
Q2 | $294K | Hold |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $257K | Hold |
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|
2015
Q3 | $250K | Sell |
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|
2015
Q2 | $360K | Sell |
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|
2015
Q1 | $419K | Buy |
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