SWM
Selective Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$10K | – | 286 |
|
|
2022
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 443 |
|
|
2021
Q2 | – | Sell |
-1,300
| Closed | -$29K | – | 512 |
|
|
2021
Q1 | $29K | Hold |
1,300
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $25K | Hold |
1,300
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $21K | Sell |
1,300
-162
| -11% | -$2.62K | 0.02% | 154 |
|
|
2020
Q2 | $27K | Sell |
1,462
-500
| -25% | -$9.23K | 0.02% | 144 |
|
|
2020
Q1 | $28K | Buy |
1,962
+1,800
| +1,111% | +$25.7K | 0.04% | 86 |
|
|
2019
Q4 | $5K | Sell |
162
-343
| -68% | -$10.6K | 0.01% | 215 |
|
|
2019
Q3 | $15K | Buy |
+505
| New | +$15K | 0.02% | 140 |
|