Sutton Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13K | Buy |
475
+8
| +2% | +$219 | 0.01% | 428 |
|
|
2023
Q2 | $12.3K | Buy |
467
+19
| +4% | +$500 | 0.01% | 425 |
|
|
2023
Q1 | $11.6K | Buy |
+448
| New | +$11.6K | 0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-182
| Closed | -$2.6K | – | 1231 |
|
|
2020
Q1 | $2.6K | Hold |
182
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $5.13K | Hold |
182
| – | – | ﹤0.01% | 945 |
|
|
2019
Q3 | $5.2K | Hold |
182
| – | – | ﹤0.01% | 943 |
|
|
2019
Q2 | $5.25K | Hold |
182
| – | – | ﹤0.01% | 924 |
|
|
2019
Q1 | $5.3K | Sell |
182
-876
| -83% | -$25.5K | ﹤0.01% | 924 |
|
|
2018
Q4 | $26K | Hold |
1,058
| – | – | 0.02% | 441 |
|
|
2018
Q3 | $30.4K | Hold |
1,058
| – | – | 0.02% | 437 |
|
|
2018
Q2 | $29.3K | Hold |
1,058
| – | – | 0.02% | 444 |
|
|
2018
Q1 | $25.9K | Hold |
1,058
| – | – | 0.02% | 470 |
|
|
2017
Q4 | $28K | Hold |
1,058
| – | – | 0.02% | 438 |
|
|
2017
Q3 | $27.6K | Sell |
1,058
-13
| -1% | -$339 | 0.02% | 433 |
|
|
2017
Q2 | $29K | Hold |
1,071
| – | – | 0.02% | 412 |
|
|
2017
Q1 | $29.6K | Hold |
1,071
| – | – | 0.02% | 378 |
|
|
2016
Q4 | $29K | Hold |
1,071
| – | – | 0.03% | 380 |
|
|
2016
Q3 | $29.6K | Buy |
1,071
+294
| +38% | +$8.12K | 0.03% | 360 |
|
|
2016
Q2 | $22.7K | Buy |
777
+595
| +327% | +$17.4K | 0.02% | 412 |
|
|
2016
Q1 | $4.48K | Buy |
+182
| New | +$4.48K | ﹤0.01% | 769 |
|