SWS Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $255K | Buy |
+10,363
| New | +$255K | 0.19% | 92 |
|
2018
Q3 | – | Sell |
-10,020
| Closed | -$277K | – | 103 |
|
2018
Q2 | $277K | Buy |
10,020
+1,314
| +15% | +$36.3K | 0.19% | 84 |
|
2018
Q1 | $213K | Sell |
8,706
-2,829
| -25% | -$69.2K | 0.16% | 68 |
|
2017
Q4 | $306K | Buy |
+11,535
| New | +$306K | 0.23% | 59 |
|