Tolleson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14,955
| Closed | -$361K | – | 69 |
|
|
2021
Q2 | $361K | Hold |
14,955
| – | – | 0.1% | 57 |
|
|
2021
Q1 | $329K | Hold |
14,955
| – | – | 0.1% | 60 |
|
|
2020
Q4 | $293K | Hold |
14,955
| – | – | 0.1% | 57 |
|
|
2020
Q3 | $236K | Hold |
14,955
| – | – | 0.1% | 57 |
|
|
2020
Q2 | $272K | Hold |
14,955
| – | – | 0.12% | 53 |
|
|
2020
Q1 | $214K | Hold |
14,955
| – | – | 0.09% | 55 |
|
|
2019
Q4 | $421K | Hold |
14,955
| – | – | 0.2% | 39 |
|
|
2019
Q3 | $427K | Hold |
14,955
| – | – | 0.23% | 38 |
|
|
2019
Q2 | $432K | Hold |
14,955
| – | – | 0.3% | 30 |
|
|
2019
Q1 | $435K | Hold |
14,955
| – | – | 0.3% | 30 |
|
|
2018
Q4 | $368K | Buy |
+14,955
| New | +$368K | 0.22% | 34 |
|