TFC Financial Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-133
| Closed | -$3.87K | – | 996 |
|
2024
Q3 | $3.87K | Hold |
133
| – | – | ﹤0.01% | 443 |
|
2024
Q2 | $3.86K | Sell |
133
-133
| -50% | -$3.86K | ﹤0.01% | 414 |
|
2024
Q1 | $7.76K | Buy |
266
+133
| +100% | +$3.88K | ﹤0.01% | 348 |
|
2023
Q4 | $3.51K | Sell |
133
-267
| -67% | -$7.04K | ﹤0.01% | 411 |
|
2023
Q3 | $10.9K | Hold |
400
| – | – | ﹤0.01% | 337 |
|
2023
Q2 | $10.5K | Hold |
400
| – | – | ﹤0.01% | 331 |
|
2023
Q1 | $10.4K | Hold |
400
| – | – | ﹤0.01% | 370 |
|
2022
Q4 | $9.65K | Sell |
400
-56
| -12% | -$1.35K | ﹤0.01% | 304 |
|
2022
Q3 | $11K | Sell |
456
-55
| -11% | -$1.33K | ﹤0.01% | 307 |
|
2022
Q2 | $12K | Hold |
511
| – | – | ﹤0.01% | 295 |
|
2022
Q1 | $13K | Hold |
511
| – | – | ﹤0.01% | 291 |
|
2021
Q4 | $11K | Hold |
511
| – | – | ﹤0.01% | 329 |
|
2021
Q3 | $11K | Hold |
511
| – | – | ﹤0.01% | 324 |
|
2021
Q2 | $12K | Buy |
511
+111
| +28% | +$2.61K | ﹤0.01% | 305 |
|
2021
Q1 | $9K | Sell |
400
-300
| -43% | -$6.75K | ﹤0.01% | 316 |
|
2020
Q4 | $14K | Hold |
700
| – | – | 0.01% | 288 |
|
2020
Q3 | $11K | Buy |
+700
| New | +$11K | 0.01% | 285 |
|