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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $871K | Hold |
31,815
| – | – | 0.39% | 32 |
|
|
2023
Q2 | $846K | Hold |
31,815
| – | – | 0.36% | 31 |
|
|
2023
Q1 | $849K | Buy |
31,815
+5,235
| +20% | +$140K | 0.4% | 31 |
|
|
2022
Q4 | $641K | Hold |
26,580
| – | – | 0.34% | 34 |
|
|
2022
Q3 | $632K | Buy |
26,580
+375
| +1% | +$8.92K | 0.32% | 36 |
|
|
2022
Q2 | $639K | Buy |
26,205
+14,265
| +119% | +$348K | 0.31% | 38 |
|
|
2022
Q1 | $308K | Buy |
11,940
+1,045
| +10% | +$27K | 0.11% | 52 |
|
|
2021
Q4 | $239K | Hold |
10,895
| – | – | 0.08% | 58 |
|
|
2021
Q3 | $247K | Hold |
10,895
| – | – | 0.1% | 56 |
|
|
2021
Q2 | $253K | Hold |
10,895
| – | – | 0.09% | 56 |
|
|
2021
Q1 | $249K | Buy |
+10,895
| New | +$249K | 0.1% | 58 |
|