WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $732K | Buy |
27,013
+8,074
| +43% | +$219K | 0.17% | 146 |
|
|
2017
Q1 | $523K | Sell |
18,939
-6,165
| -25% | -$170K | 0.14% | 163 |
|
|
2016
Q4 | $679K | Sell |
25,104
-1,062
| -4% | -$28.7K | 0.17% | 159 |
|
|
2016
Q3 | $723K | Buy |
26,166
+3,000
| +13% | +$82.9K | 0.18% | 136 |
|
|
2016
Q2 | $678K | Sell |
23,166
-1,221
| -5% | -$35.7K | 0.18% | 137 |
|
|
2016
Q1 | $600K | Buy |
24,387
+1,959
| +9% | +$48.2K | 0.17% | 146 |
|
|
2015
Q4 | $574K | Buy |
22,428
+22
| +0.1% | +$563 | 0.17% | 146 |
|
|
2015
Q3 | $558K | Sell |
22,406
-9,160
| -29% | -$228K | 0.17% | 135 |
|
|
2015
Q2 | $944K | Buy |
31,566
+518
| +2% | +$15.5K | 0.26% | 84 |
|
|
2015
Q1 | $1.02M | Sell |
31,048
-9,861
| -24% | -$325K | 0.29% | 74 |
|
|
2014
Q4 | $1.48M | Sell |
40,909
-12,380
| -23% | -$447K | 0.3% | 70 |
|
|
2014
Q3 | $2.15M | Sell |
53,289
-6,193
| -10% | -$250K | 0.41% | 40 |
|
|
2014
Q2 | $2.33M | Sell |
59,482
-122,354
| -67% | -$4.79M | 0.43% | 40 |
|
|
2014
Q1 | $6.31M | Sell |
181,836
-35,686
| -16% | -$1.24M | 1.27% | 6 |
|
|
2013
Q4 | $7.21M | Buy |
217,522
+9,864
| +5% | +$327K | 1.03% | 9 |
|
|
2013
Q3 | $6.34M | Sell |
207,658
-2,632
| -1% | -$80.3K | 0.98% | 10 |
|
|
2013
Q2 | $6.54M | Buy |
+210,290
| New | +$6.54M | 1.09% | 9 |
|