Sargent Bickham Lagudis’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
Q4 | $16.1K | Hold |
667
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $16K | Sell |
667
-343
| -34% | -$8.23K | ﹤0.01% | 617 |
|
|
2022
Q2 | $25K | Buy |
+1,010
| New | +$25K | ﹤0.01% | 543 |
|
|
2021
Q4 | – | Sell |
-875
| Closed | -$19K | – | 970 |
|
|
2021
Q3 | $19K | Hold |
875
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $21K | Hold |
875
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $19K | Sell |
875
-1,129
| -56% | -$24.5K | ﹤0.01% | 590 |
|
|
2020
Q4 | $39K | Hold |
2,004
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $32K | Hold |
2,004
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $36K | Hold |
2,004
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $29K | Sell |
2,004
-1,695
| -46% | -$24.5K | ﹤0.01% | 403 |
|
|
2019
Q4 | $104K | Buy |
3,699
+175
| +5% | +$4.92K | 0.01% | 277 |
|
|
2019
Q3 | $101K | Buy |
3,524
+875
| +33% | +$25.1K | 0.01% | 263 |
|
|
2019
Q2 | $76K | Buy |
2,649
+1,000
| +61% | +$28.7K | 0.01% | 311 |
|
|
2019
Q1 | $48K | Hold |
1,649
| – | – | 0.01% | 398 |
|
|
2018
Q4 | $41K | Hold |
1,649
| – | – | 0.01% | 390 |
|
|
2018
Q3 | $47K | Sell |
1,649
-433
| -21% | -$12.3K | 0.01% | 375 |
|
|
2018
Q2 | $58K | Sell |
2,082
-563
| -21% | -$15.7K | 0.01% | 338 |
|
|
2018
Q1 | $65K | Sell |
2,645
-1,355
| -34% | -$33.3K | 0.01% | 319 |
|
|
2017
Q4 | $106K | Buy |
4,000
+1,616
| +68% | +$42.8K | 0.01% | 272 |
|
|
2017
Q3 | $62K | Sell |
2,384
-524
| -18% | -$13.6K | 0.01% | 338 |
|
|
2017
Q2 | $79K | Buy |
2,908
+600
| +26% | +$16.3K | 0.01% | 295 |
|
|
2017
Q1 | $64K | Sell |
2,308
-524
| -19% | -$14.5K | 0.01% | 319 |
|
|
2016
Q4 | $77K | Buy |
2,832
+1,290
| +84% | +$35.1K | 0.01% | 280 |
|
|
2016
Q3 | $114 | Sell |
1,542
-2,411
| -61% | -$178 | 0.02% | 254 |
|
|
2016
Q2 | $116K | Buy |
3,953
+640
| +19% | +$18.8K | 0.02% | 253 |
|
|
2016
Q1 | $82K | Buy |
+3,313
| New | +$82K | 0.01% | 295 |
|