Wealthstreet Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210,416
| Closed | -$4.63M | – | 165 |
|
|
2021
Q1 | $4.63M | Sell |
210,416
-100
| -0% | -$2.2K | 0.45% | 55 |
|
|
2020
Q4 | $4.12M | Buy |
210,516
+16,400
| +8% | +$321K | 0.42% | 57 |
|
|
2020
Q3 | $3.07M | Sell |
194,116
-410
| -0.2% | -$6.47K | 0.34% | 68 |
|
|
2020
Q2 | $3.53M | Buy |
194,526
+11,906
| +7% | +$216K | 0.43% | 55 |
|
|
2020
Q1 | $2.61M | Sell |
182,620
-406
| -0.2% | -$5.81K | 0.39% | 61 |
|
|
2019
Q4 | $5.15M | Sell |
183,026
-50
| -0% | -$1.41K | 0.6% | 42 |
|
|
2019
Q3 | $4.91M | Sell |
183,076
-150
| -0.1% | -$4.03K | 0.63% | 45 |
|
|
2019
Q2 | $5.29M | Sell |
183,226
-1,700
| -0.9% | -$49.1K | 0.68% | 38 |
|
|
2019
Q1 | $5.38M | Buy |
184,926
+4,373
| +2% | +$127K | 0.71% | 38 |
|
|
2018
Q4 | $4.99M | Buy |
180,553
+1,000
| +0.6% | +$27.7K | 0.7% | 39 |
|
|
2018
Q3 | $5.16M | Sell |
179,553
-7,850
| -4% | -$226K | 0.64% | 44 |
|
|
2018
Q2 | $5.19M | Sell |
187,403
-150
| -0.1% | -$4.15K | 0.69% | 38 |
|
|
2018
Q1 | $4.59M | Sell |
187,553
-1,440
| -0.8% | -$35.2K | 0.58% | 45 |
|
|
2017
Q4 | $5.01M | Buy |
+188,993
| New | +$5.01M | 0.61% | 45 |
|