Taylor Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,450
| Closed | -$613K | – | 48 |
|
|
2019
Q3 | $613K | Hold |
21,450
| – | – | 0.29% | 34 |
|
|
2019
Q2 | $619K | Hold |
21,450
| – | – | 0.29% | 32 |
|
|
2019
Q1 | $624K | Hold |
21,450
| – | – | 0.31% | 36 |
|
|
2018
Q4 | $527K | Sell |
21,450
-31,390
| -59% | -$771K | 0.3% | 32 |
|
|
2018
Q3 | $1.52M | Hold |
52,840
| – | – | 0.65% | 37 |
|
|
2018
Q2 | $1.46M | Hold |
52,840
| – | – | 0.65% | 38 |
|
|
2018
Q1 | $1.29M | Buy |
52,840
+500
| +1% | +$12.2K | 0.62% | 37 |
|
|
2017
Q4 | $1.39M | Sell |
52,340
-1,720
| -3% | -$45.6K | 0.59% | 41 |
|
|
2017
Q3 | $1.41M | Sell |
54,060
-500
| -0.9% | -$13K | 0.63% | 41 |
|
|
2017
Q2 | $1.48M | Buy |
54,560
+4,500
| +9% | +$122K | 0.67% | 40 |
|
|
2017
Q1 | $1.38M | Buy |
50,060
+11,400
| +29% | +$315K | 0.63% | 39 |
|
|
2016
Q4 | $1.05M | Sell |
38,660
-138,420
| -78% | -$3.74M | 0.48% | 40 |
|
|
2016
Q3 | $4.89M | Sell |
177,080
-207,109
| -54% | -$5.72M | 2.19% | 23 |
|
|
2016
Q2 | $11.2M | Sell |
384,189
-4,724
| -1% | -$138K | 4.5% | 4 |
|
|
2016
Q1 | $9.58M | Buy |
388,913
+76,037
| +24% | +$1.87M | 4.52% | 7 |
|
|
2015
Q4 | $8M | Buy |
312,876
+45,741
| +17% | +$1.17M | 3.45% | 11 |
|
|
2015
Q3 | $6.65M | Sell |
267,135
-15,904
| -6% | -$396K | 3.21% | 13 |
|
|
2015
Q2 | $8.46M | Sell |
283,039
-6,411
| -2% | -$192K | 2.7% | 16 |
|
|
2015
Q1 | $9.53M | Buy |
+289,450
| New | +$9.53M | 2.99% | 11 |
|