WealthPLAN Partners’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 | – | Sell |
-1,852
| Closed | -$48.8K | – | 543 |
|
|
2023
Q2 | $48.8K | Buy |
1,852
+900
| +95% | +$23.7K | 0.01% | 515 |
|
|
2023
Q1 | $24.7K | Buy |
+952
| New | +$24.7K | ﹤0.01% | 687 |
|
|
2017
Q2 | – | Sell |
-700
| Closed | -$19.3K | – | 249 |
|
|
2017
Q1 | $19.3K | Buy |
+700
| New | +$19.3K | 0.07% | 194 |
|
|
2016
Q3 | – | Sell |
-5,698
| Closed | -$83.4K | – | 990 |
|
|
2016
Q2 | $83.4K | Buy |
+5,698
| New | +$83.4K | 0.01% | 676 |
|
|
2015
Q4 | $204 | Buy |
+8,000
| New | +$204 | ﹤0.01% | 1618 |
|