Wills Financial Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,768
| Closed | -$265K | – | 74 |
|
|
2016
Q1 | $265K | Sell |
10,768
-22,180
| -67% | -$546K | 0.23% | 61 |
|
|
2015
Q4 | $842K | Sell |
32,948
-4,874
| -13% | -$125K | 0.74% | 41 |
|
|
2015
Q3 | $941K | Sell |
37,822
-8,122
| -18% | -$202K | 0.87% | 38 |
|
|
2015
Q2 | $1.37M | Sell |
45,944
-3,489
| -7% | -$104K | 1.17% | 29 |
|
|
2015
Q1 | $1.63M | Sell |
49,433
-3,592
| -7% | -$118K | 1.34% | 26 |
|
|
2014
Q4 | $1.92M | Sell |
53,025
-465
| -0.9% | -$16.8K | 1.55% | 25 |
|
|
2014
Q3 | $2.16M | Sell |
53,490
-3,420
| -6% | -$138K | 1.82% | 20 |
|
|
2014
Q2 | $2.23M | Buy |
56,910
+1,066
| +2% | +$41.7K | 1.85% | 20 |
|
|
2014
Q1 | $1.94M | Buy |
55,844
+2,966
| +6% | +$103K | 1.84% | 20 |
|
|
2013
Q4 | $1.75M | Buy |
+52,878
| New | +$1.75M | 1.8% | 18 |
|