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WealthPlan Investment Management’s Enterprise Products Partners EPD Stock Holding History

WealthPlan Investment Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$5.27K – 214
2023
Q2 		$5.27K Hold
200
– – ﹤0.01% 298
2023
Q1 		$5.18K Buy
+200
New +$5.14K ﹤0.01% 365

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TCA
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WealthPlan Investment Management's EPD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 200 shares — an estimated $5.27K sold.

WealthPlan Investment Management first reported a position in EPD in Q1 2023 and held it in 2 quarters. The position peaked at $5.27K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 200 Enterprise Products Partners shares in Q3 2023, an estimated $5.27K.
  • WealthPlan Investment Management first reported a position in Enterprise Products Partners in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Enterprise Products Partners position peaked at $5.27K in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.