SBSB
Sullivan, Bruyette, Speros & Blaney’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $133K | Sell |
6,030
-5,999
| -50% | -$132K | 0.01% | 371 |
|
|
2020
Q4 | $236K | Hold |
12,029
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $190K | Hold |
12,029
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $219K | Buy |
+12,029
| New | +$219K | 0.01% | 222 |
|
|
2020
Q1 | – | Sell |
-13,566
| Closed | -$382K | – | 313 |
|
|
2019
Q4 | $382K | Buy |
13,566
+6,850
| +102% | +$193K | 0.02% | 163 |
|
|
2019
Q3 | $192K | Buy |
+6,716
| New | +$192K | 0.01% | 241 |
|