WBH Advisory’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-22,397
| Closed | -$572 | – | 200 |
|
2015
Q4 | $572 | Sell |
22,397
-3,499
| -14% | -$89 | 0.2% | 99 |
|
2015
Q3 | $644K | Buy |
25,896
+425
| +2% | +$10.6K | 0.27% | 89 |
|
2015
Q2 | $761K | Sell |
25,471
-1,842
| -7% | -$55K | 0.3% | 86 |
|
2015
Q1 | $899 | Sell |
27,313
-266
| -1% | -$9 | 0.25% | 72 |
|
2014
Q4 | $996K | Sell |
27,579
-715
| -3% | -$25.8K | 0.38% | 64 |
|
2014
Q3 | $1.14M | Buy |
28,294
+1,028
| +4% | +$41.4K | 0.4% | 54 |
|
2014
Q2 | $1.07M | Sell |
27,266
-596
| -2% | -$23.3K | 0.4% | 64 |
|
2014
Q1 | $966K | Sell |
27,862
-88
| -0.3% | -$3.05K | 0.38% | 67 |
|
2013
Q4 | $926K | Buy |
27,950
+1,842
| +7% | +$61K | 0.37% | 71 |
|
2013
Q3 | $797K | Sell |
26,108
-920
| -3% | -$28.1K | 0.36% | 74 |
|
2013
Q2 | $839K | Buy |
+27,028
| New | +$839K | 0.39% | 69 |
|