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WealthPLAN Partners’s Enterprise Products Partners EPD Stock Holding History

WealthPLAN Partners’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
-1,852
Closed -$48.8K – 543
2023
Q2 		$48.8K Buy
1,852
+900
+95% +$23.5K 0.01% 515
2023
Q1 		$24.7K Buy
+952
New +$24.5K ﹤0.01% 687
2017
Q2 		– Sell
-700
Closed -$19.3K – 250
2017
Q1 		$19.3K Buy
+700
New +$19.6K 0.07% 194
2016
Q3 		– Sell
-5,698
Closed -$83.4K – 992
2016
Q2 		$83.4K Buy
+5,698
New +$153K 0.01% 676
2015
Q4 		$204 Buy
+8,000
New +$208K ﹤0.01% 1618

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