Wealthspire Advisors (Maryland)’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $522K | Buy |
33,078
+2,336
| +8% | +$36.9K | 0.02% | 263 |
|
|
2020
Q2 | $559K | Buy |
30,742
+8,834
| +40% | +$161K | 0.04% | 234 |
|
|
2020
Q1 | $313K | Sell |
21,908
-513
| -2% | -$7.33K | 0.03% | 295 |
|
|
2019
Q4 | $631K | Buy |
22,421
+600
| +3% | +$16.9K | 0.04% | 236 |
|
|
2019
Q3 | $624K | Buy |
21,821
+1,895
| +10% | +$54.2K | 0.05% | 225 |
|
|
2019
Q2 | $575K | Buy |
19,926
+293
| +1% | +$8.46K | 0.04% | 234 |
|
|
2019
Q1 | $571K | Sell |
19,633
-331
| -2% | -$9.63K | 0.04% | 232 |
|
|
2018
Q4 | $491K | Buy |
19,964
+2,384
| +14% | +$58.6K | 0.04% | 226 |
|
|
2018
Q3 | $505K | Sell |
17,580
-3,798
| -18% | -$109K | 0.04% | 244 |
|
|
2018
Q2 | $592K | Sell |
21,378
-480
| -2% | -$13.3K | 0.05% | 205 |
|
|
2018
Q1 | $535K | Buy |
21,858
+2,029
| +10% | +$49.7K | 0.05% | 230 |
|
|
2017
Q4 | $526K | Buy |
19,829
+4,389
| +28% | +$116K | 0.05% | 244 |
|
|
2017
Q3 | $403K | Buy |
15,440
+496
| +3% | +$12.9K | 0.04% | 283 |
|
|
2017
Q2 | $405K | Buy |
14,944
+966
| +7% | +$26.2K | 0.05% | 270 |
|
|
2017
Q1 | $386K | Buy |
13,978
+2,012
| +17% | +$55.6K | 0.05% | 236 |
|
|
2016
Q4 | $324K | Sell |
11,966
-2,815
| -19% | -$76.2K | 0.05% | 256 |
|
|
2016
Q3 | $408K | Buy |
14,781
+1,074
| +8% | +$29.6K | 0.06% | 206 |
|
|
2016
Q2 | $401K | Buy |
13,707
+27
| +0.2% | +$790 | 0.07% | 201 |
|
|
2016
Q1 | $337K | Buy |
13,680
+2,896
| +27% | +$71.3K | 0.06% | 227 |
|
|
2015
Q4 | $276K | Buy |
+10,784
| New | +$276K | 0.05% | 273 |
|