SPWG
Sage Private Wealth Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,360
| Closed | -$56K | – | 83 |
|
|
2022
Q3 | $56K | Hold |
2,360
| – | – | 0.07% | 80 |
|
|
2022
Q2 | $58K | Hold |
2,360
| – | – | 0.08% | 78 |
|
|
2022
Q1 | $61K | Hold |
2,360
| – | – | 0.06% | 82 |
|
|
2021
Q4 | $51K | Hold |
2,360
| – | – | 0.06% | 84 |
|
|
2021
Q3 | $51K | Hold |
2,360
| – | – | 0.07% | 80 |
|
|
2021
Q2 | $57K | Hold |
2,360
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $52K | Hold |
2,360
| – | – | 0.09% | 81 |
|
|
2020
Q4 | $46K | Buy |
+2,360
| New | +$46K | 0.13% | 72 |
|