Wagner 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,116
| Closed | -$27K | – | 388 |
|
2022
Q3 | $27K | Sell |
1,116
-422
| -27% | -$10.2K | 0.02% | 269 |
|
2022
Q2 | $37K | Buy |
+1,538
| New | +$37K | 0.03% | 238 |
|
2022
Q1 | – | Sell |
-1,445
| Closed | -$32K | – | 347 |
|
2021
Q4 | $32K | Sell |
1,445
-1,000
| -41% | -$22.1K | 0.02% | 317 |
|
2021
Q3 | $55K | Sell |
2,445
-885
| -27% | -$19.9K | 0.04% | 233 |
|
2021
Q2 | $80K | Buy |
3,330
+2,755
| +479% | +$66.2K | 0.06% | 208 |
|
2021
Q1 | $13K | Buy |
+575
| New | +$13K | 0.01% | 423 |
|
2018
Q3 | $7K | Hold |
234
| – | – | ﹤0.01% | 460 |
|
2018
Q2 | $6K | Buy |
+234
| New | +$6K | ﹤0.01% | 447 |
|