TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-2,306
| Closed | -$45K | – | 379 |
|
|
2020
Q4 | $45K | Buy |
2,306
+16
| +0.7% | +$312 | 0.01% | 359 |
|
|
2020
Q3 | $36K | Buy |
2,290
+700
| +44% | +$11K | 0.01% | 363 |
|
|
2020
Q2 | $28K | Buy |
1,590
+150
| +10% | +$2.64K | 0.01% | 382 |
|
|
2020
Q1 | $20K | Hold |
1,440
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $40K | Buy |
+1,440
| New | +$40K | 0.01% | 391 |
|
|
2019
Q3 | – | Sell |
-1,440
| Closed | -$41K | – | 374 |
|
|
2019
Q2 | $41K | Buy |
+1,440
| New | +$41K | 0.01% | 367 |
|
|
2018
Q4 | – | Sell |
-3,040
| Closed | -$87.3K | – | 441 |
|
|
2018
Q3 | $87.3K | Buy |
+3,040
| New | +$87.3K | 0.01% | 383 |
|