Surevest’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $921K | Hold |
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|
2021
Q3 | $908K | Hold |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $428K | Hold |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $898K | Buy |
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|
2019
Q2 | $872K | Buy |
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|
2019
Q1 | $250K | Buy |
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