TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$32K | – | 129 |
|
|
2021
Q4 | $32K | Sell |
1,500
-1,304
| -47% | -$27.8K | 0.01% | 71 |
|
|
2021
Q3 | $61K | Buy |
2,804
+1,304
| +87% | +$28.4K | 0.01% | 56 |
|
|
2021
Q2 | $36K | Sell |
1,500
-3,904
| -72% | -$93.7K | 0.01% | 44 |
|
|
2021
Q1 | $119K | Buy |
5,404
+3,904
| +260% | +$86K | 0.04% | 47 |
|
|
2020
Q4 | $29K | Sell |
1,500
-1,304
| -47% | -$25.2K | 0.01% | 58 |
|
|
2020
Q3 | $44K | Hold |
2,804
| – | – | 0.02% | 51 |
|
|
2020
Q2 | $51K | Hold |
2,804
| – | – | 0.02% | 48 |
|
|
2020
Q1 | $40K | Sell |
2,804
-2,663
| -49% | -$38K | 0.02% | 60 |
|
|
2019
Q4 | $153K | Buy |
+5,467
| New | +$153K | 0.14% | 37 |
|