Willingdon Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $95K | Hold |
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|
2017
Q3 | $94K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $960K | Sell |
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|
2015
Q2 | $1.2M | Sell |
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|
2015
Q1 | $1.38M | Sell |
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|
2014
Q4 | $1.98M | Buy |
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|
2014
Q3 | $2.19M | Buy |
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|
2014
Q2 | $1.98M | Sell |
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|
2014
Q1 | $1.81M | Buy |
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|
2013
Q4 | $1.7M | Buy |
|