WCM
Windsor Capital Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,211
| Closed | -$259K | – | 119 |
|
|
2019
Q4 | $259K | Buy |
9,211
+596
| +7% | +$16.8K | 0.11% | 107 |
|
|
2019
Q3 | $246K | Buy |
+8,615
| New | +$246K | 0.11% | 108 |
|
|
2015
Q4 | – | Sell |
-4,025
| Closed | -$100K | – | 186 |
|
|
2015
Q3 | $100K | Buy |
+4,025
| New | +$100K | 0.06% | 125 |
|
|
2014
Q1 | – | Sell |
-1,317
| Closed | -$87K | – | 131 |
|
|
2013
Q4 | $87K | Sell |
1,317
-124
| -9% | -$8.19K | 0.05% | 130 |
|
|
2013
Q3 | $88K | Buy |
1,441
+13
| +0.9% | +$794 | 0.05% | 126 |
|
|
2013
Q2 | $89K | Buy |
+1,428
| New | +$89K | 0.05% | 116 |
|