TSWM
Triangle Securities Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,493
| Closed | -$218K | – | 149 |
|
|
2019
Q1 | $218K | Sell |
7,493
-1,973
| -21% | -$57.4K | 0.11% | 143 |
|
|
2018
Q4 | $233K | Buy |
+9,466
| New | +$233K | 0.14% | 129 |
|
|
2013
Q3 | – | Sell |
-496
| Closed | -$31K | – | 200 |
|
|
2013
Q2 | $31K | Buy |
+496
| New | +$31K | 0.02% | 317 |
|