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Strategic Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Strategic Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-138,911
Closed -$2.72M – 71
2020
Q4 		$2.72M Sell
138,911
-405
-0.3% -$7.93K 1.67% 23
2020
Q3 		$2.2M Hold
139,316
– – 1.64% 25
2020
Q2 		$2.53M Buy
+139,316
New +$2.53M 2.34% 14