WCM
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Windsor Capital Management’s Enterprise Products Partners EPD Stock Holding History

Windsor Capital Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,211
Closed -$259K – 119
2019
Q4 		$259K Buy
9,211
+596
+7% +$16.2K 0.11% 107
2019
Q3 		$246K Buy
+8,615
New +$251K 0.11% 108
2015
Q4 		– Sell
-4,025
Closed -$100K – 183
2015
Q3 		$100K Buy
+4,025
New +$112K 0.06% 125
2014
Q1 		– Sell
-2,634
Closed -$87K – 131
2013
Q4 		$87K Sell
2,634
-248
-9% -$7.73K 0.05% 130
2013
Q3 		$88K Buy
2,882
+26
+0.9% +$795 0.05% 126
2013
Q2 		$89K Buy
+2,856
New +$86.5K 0.05% 116

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