Sugarloaf Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$554 | – | 670 |
|
|
2024
Q1 | $554 | Buy |
+19
| New | +$554 | ﹤0.01% | 641 |
|
|
2023
Q1 | – | Sell |
-205
| Closed | -$4.94K | – | 731 |
|
|
2022
Q4 | $4.94K | Buy |
205
+28
| +16% | +$675 | ﹤0.01% | 583 |
|
|
2022
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $4K | Buy |
177
+4
| +2% | +$90 | ﹤0.01% | 617 |
|
|
2022
Q1 | $4K | Buy |
173
+2
| +1% | +$46 | ﹤0.01% | 580 |
|
|
2021
Q4 | $4K | Buy |
171
+4
| +2% | +$94 | ﹤0.01% | 609 |
|
|
2021
Q3 | $4K | Buy |
167
+3
| +2% | +$72 | ﹤0.01% | 621 |
|
|
2021
Q2 | $4K | Buy |
164
+3
| +2% | +$73 | ﹤0.01% | 612 |
|
|
2021
Q1 | $4 | Buy |
161
+4
| +3% | – | ﹤0.01% | 604 |
|
|
2020
Q4 | $3K | Buy |
157
+3
| +2% | +$57 | ﹤0.01% | 594 |
|
|
2020
Q3 | $2K | Sell |
154
-267
| -63% | -$3.47K | ﹤0.01% | 609 |
|
|
2020
Q2 | $8K | Sell |
421
-1,293
| -75% | -$24.6K | ﹤0.01% | 467 |
|
|
2020
Q1 | $25K | Buy |
1,714
+154
| +10% | +$2.25K | 0.01% | 296 |
|
|
2019
Q4 | $44K | Buy |
+1,560
| New | +$44K | 0.02% | 264 |
|