Summit Financial Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,200
| Closed | -$292K | – | 158 |
|
|
2019
Q3 | $292K | Sell |
10,200
-500
| -5% | -$14.3K | 0.15% | 123 |
|
|
2019
Q2 | $309K | Buy |
10,700
+200
| +2% | +$5.78K | 0.14% | 123 |
|
|
2019
Q1 | $306K | Hold |
10,500
| – | – | 0.24% | 87 |
|
|
2018
Q4 | $258K | Hold |
10,500
| – | – | 0.22% | 89 |
|
|
2018
Q3 | $302K | Sell |
10,500
-9,600
| -48% | -$276K | 0.23% | 93 |
|
|
2018
Q2 | $556K | Hold |
20,100
| – | – | 0.43% | 65 |
|
|
2018
Q1 | $492K | Buy |
20,100
+9,600
| +91% | +$235K | 0.39% | 72 |
|
|
2017
Q4 | $278K | Sell |
10,500
-696
| -6% | -$18.4K | 0.23% | 97 |
|
|
2017
Q3 | $292K | Buy |
11,196
+300
| +3% | +$7.82K | 0.24% | 94 |
|
|
2017
Q2 | $295K | Buy |
+10,896
| New | +$295K | 0.26% | 89 |
|