Warther Private Wealth’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
Q3 | – | Sell |
-20,462
| Closed | -$504K | – | 90 |
|
|
2022
Q2 | $504K | Sell |
20,462
-9,555
| -32% | -$235K | 0.37% | 69 |
|
|
2022
Q1 | $776K | Buy |
30,017
+3,632
| +14% | +$93.9K | 0.51% | 56 |
|
|
2021
Q4 | $597K | Sell |
26,385
-91
| -0.3% | -$2.06K | 0.44% | 61 |
|
|
2021
Q3 | $577K | Buy |
26,476
+93
| +0.4% | +$2.03K | 0.51% | 54 |
|
|
2021
Q2 | $646K | Buy |
+26,383
| New | +$646K | 0.63% | 45 |
|