SIAP
Sterling Investment Advisors (Pennsylvania)’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,042
| Closed | -$99K | – | 235 |
|
|
2022
Q2 | $99K | Buy |
4,042
+5
| +0.1% | +$122 | 0.03% | 180 |
|
|
2022
Q1 | $104K | Buy |
4,037
+7
| +0.2% | +$180 | 0.03% | 189 |
|
|
2021
Q4 | $89K | Buy |
4,030
+6
| +0.1% | +$133 | 0.03% | 204 |
|
|
2021
Q3 | $87K | Buy |
4,024
+606
| +18% | +$13.1K | 0.03% | 208 |
|
|
2021
Q2 | $82K | Sell |
3,418
-96
| -3% | -$2.3K | 0.02% | 213 |
|
|
2021
Q1 | $77K | Buy |
3,514
+109
| +3% | +$2.39K | 0.02% | 208 |
|
|
2020
Q4 | $67K | Sell |
3,405
-3,412
| -50% | -$67.1K | 0.02% | 207 |
|
|
2020
Q3 | $108K | Buy |
6,817
+140
| +2% | +$2.22K | 0.04% | 158 |
|
|
2020
Q2 | $121K | Buy |
6,677
+147
| +2% | +$2.66K | 0.05% | 148 |
|
|
2020
Q1 | $93K | Sell |
6,530
-1,706
| -21% | -$24.3K | 0.05% | 147 |
|
|
2019
Q4 | $231K | Buy |
8,236
+1,893
| +30% | +$53.1K | 0.11% | 107 |
|
|
2019
Q3 | $181K | Buy |
6,343
+85
| +1% | +$2.43K | 0.09% | 115 |
|
|
2019
Q2 | $181K | Buy |
6,258
+82
| +1% | +$2.37K | 0.09% | 122 |
|
|
2019
Q1 | $180K | Buy |
6,176
+584
| +10% | +$17K | 0.09% | 121 |
|
|
2018
Q4 | $137K | Buy |
5,592
+75
| +1% | +$1.84K | 0.08% | 128 |
|
|
2018
Q3 | $159K | Buy |
5,517
+68
| +1% | +$1.96K | 0.08% | 127 |
|
|
2018
Q2 | $150K | Buy |
5,449
+4,398
| +418% | +$121K | 0.09% | 121 |
|
|
2018
Q1 | $26K | Buy |
1,051
+4
| +0.4% | +$99 | 0.02% | 260 |
|
|
2017
Q4 | $28K | Sell |
1,047
-496
| -32% | -$13.3K | 0.02% | 236 |
|
|
2017
Q3 | $40K | Buy |
1,543
+504
| +49% | +$13.1K | 0.03% | 198 |
|
|
2017
Q2 | $28K | Buy |
1,039
+4
| +0.4% | +$108 | 0.02% | 225 |
|
|
2017
Q1 | $29K | Buy |
1,035
+3
| +0.3% | +$84 | 0.02% | 215 |
|
|
2016
Q4 | $28K | Buy |
+1,032
| New | +$28K | 0.02% | 188 |
|