Squar Milner Financial Services’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,260
| Closed | -$18K | – | 362 |
|
|
2020
Q1 | $18K | Hold |
1,260
| – | – | 0.01% | 479 |
|
|
2019
Q4 | $35K | Buy |
+1,260
| New | +$35K | 0.02% | 445 |
|
|
2019
Q3 | – | Sell |
-4,255
| Closed | -$123K | – | 359 |
|
|
2019
Q2 | $123K | Sell |
4,255
-15
| -0.4% | -$434 | 0.08% | 241 |
|
|
2019
Q1 | $124K | Sell |
4,270
-185
| -4% | -$5.37K | 0.09% | 231 |
|
|
2018
Q4 | $110K | Buy |
4,455
+290
| +7% | +$7.16K | 0.11% | 210 |
|
|
2018
Q3 | $120K | Sell |
4,165
-324
| -7% | -$9.34K | 0.11% | 221 |
|
|
2018
Q2 | $124K | Buy |
+4,489
| New | +$124K | 0.11% | 223 |
|