Welch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-258,461
| Closed | -$6.74M | – | 41 |
|
|
2017
Q3 | $6.74M | Hold |
258,461
| – | – | 2.27% | 19 |
|
|
2017
Q2 | $7M | Buy |
258,461
+290
| +0.1% | +$7.85K | 2.32% | 20 |
|
|
2017
Q1 | $7.13M | Sell |
258,171
-102,986
| -29% | -$2.84M | 2.35% | 20 |
|
|
2016
Q4 | $9.77M | Buy |
361,157
+19,300
| +6% | +$522K | 3.3% | 11 |
|
|
2016
Q3 | $9.45M | Buy |
+341,857
| New | +$9.45M | 3.08% | 13 |
|