Surevest’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.02M | Hold |
42,772
| – | – | 0.28% | 87 |
|
|
2022
Q2 | $1.04M | Buy |
42,772
+821
| +2% | +$20K | 0.27% | 87 |
|
|
2022
Q1 | $1.08M | Hold |
41,951
| – | – | 0.26% | 89 |
|
|
2021
Q4 | $921K | Hold |
41,951
| – | – | 0.22% | 79 |
|
|
2021
Q3 | $908K | Hold |
41,951
| – | – | 0.23% | 76 |
|
|
2021
Q2 | $1.01M | Buy |
41,951
+6,708
| +19% | +$162K | 0.26% | 73 |
|
|
2021
Q1 | $776K | Buy |
35,243
+3,209
| +10% | +$70.7K | 0.23% | 72 |
|
|
2020
Q4 | $628K | Buy |
32,034
+4,921
| +18% | +$96.5K | 0.21% | 68 |
|
|
2020
Q3 | $428K | Hold |
27,113
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $493K | Sell |
27,113
-4,385
| -14% | -$79.7K | 0.22% | 68 |
|
|
2020
Q1 | $450K | Buy |
31,498
+47
| +0.1% | +$671 | 0.24% | 72 |
|
|
2019
Q4 | $886K | Buy |
31,451
+47
| +0.1% | +$1.32K | 0.38% | 90 |
|
|
2019
Q3 | $898K | Buy |
31,404
+1,215
| +4% | +$34.7K | 0.44% | 84 |
|
|
2019
Q2 | $872K | Buy |
30,189
+21,599
| +251% | +$624K | 0.45% | 81 |
|
|
2019
Q1 | $250K | Buy |
+8,590
| New | +$250K | 0.15% | 113 |
|