WP
WealthSpring Partners’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $213K | Sell |
7,770
-658
| -8% | -$18K | 0.16% | 66 |
|
|
2023
Q2 | $222K | Sell |
8,428
-974
| -10% | -$25.7K | 0.16% | 66 |
|
|
2023
Q1 | $244K | Buy |
9,402
+26
| +0.3% | +$673 | 0.19% | 65 |
|
|
2022
Q4 | $226K | Buy |
9,376
+24
| +0.3% | +$579 | 0.18% | 66 |
|
|
2022
Q3 | $222K | Buy |
+9,352
| New | +$222K | 0.2% | 69 |
|