WEC
Winslow Evans & Crocker’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.63M | Sell |
83,276
-2,356
| -3% | -$46.2K | 0.31% | 73 |
|
|
2020
Q3 | $1.35M | Sell |
85,632
-191
| -0.2% | -$3.02K | 0.33% | 60 |
|
|
2020
Q2 | $1.56M | Sell |
85,823
-4,403
| -5% | -$80K | 0.42% | 52 |
|
|
2020
Q1 | $1.29M | Sell |
90,226
-3,684
| -4% | -$52.8K | 0.43% | 55 |
|
|
2019
Q4 | $2.65M | Buy |
93,910
+6,428
| +7% | +$181K | 0.67% | 33 |
|
|
2019
Q3 | $2.5M | Sell |
87,482
-1,646
| -2% | -$47.1K | 0.7% | 28 |
|
|
2019
Q2 | $2.57M | Sell |
89,128
-1,700
| -2% | -$49.1K | 0.72% | 28 |
|
|
2019
Q1 | $2.64M | Sell |
90,828
-3,248
| -3% | -$94.5K | 0.75% | 27 |
|
|
2018
Q4 | $2.32M | Sell |
94,076
-2,414
| -3% | -$59.4K | 0.78% | 28 |
|
|
2018
Q3 | $2.77M | Sell |
96,490
-7,144
| -7% | -$205K | 0.84% | 21 |
|
|
2018
Q2 | $2.87M | Sell |
103,634
-3,342
| -3% | -$92.6K | 0.9% | 22 |
|
|
2018
Q1 | $2.62M | Sell |
106,976
-2,404
| -2% | -$58.8K | 0.85% | 23 |
|
|
2017
Q4 | $2.9M | Sell |
109,380
-1,098
| -1% | -$29.1K | 0.93% | 22 |
|
|
2017
Q3 | $2.88M | Sell |
110,478
-11,455
| -9% | -$299K | 0.95% | 22 |
|
|
2017
Q2 | $3.3M | Buy |
121,933
+8,667
| +8% | +$235K | 0.91% | 18 |
|
|
2017
Q1 | $3.13M | Sell |
113,266
-16,336
| -13% | -$451K | 0.98% | 18 |
|
|
2016
Q4 | $3.5M | Sell |
129,602
-2,580
| -2% | -$69.8K | 1.08% | 16 |
|
|
2016
Q3 | $3.65M | Sell |
132,182
-2,004
| -1% | -$55.4K | 1.05% | 20 |
|
|
2016
Q2 | $3.93M | Sell |
134,186
-3,302
| -2% | -$96.6K | 1.17% | 17 |
|
|
2016
Q1 | $3.38M | Sell |
137,488
-5,796
| -4% | -$143K | 1.02% | 21 |
|
|
2015
Q4 | $3.67M | Buy |
143,284
+8,096
| +6% | +$207K | 1.05% | 19 |
|
|
2015
Q3 | $3.37M | Sell |
135,188
-1,856
| -1% | -$46.2K | 1.06% | 21 |
|
|
2015
Q2 | $4.1M | Sell |
137,044
-3,156
| -2% | -$94.3K | 1.16% | 15 |
|
|
2015
Q1 | $4.62M | Sell |
140,200
-10,686
| -7% | -$352K | 1.31% | 13 |
|
|
2014
Q4 | $5.45M | Sell |
150,886
-2,356
| -2% | -$85.1K | 1.55% | 9 |
|
|
2014
Q3 | $6.18M | Buy |
153,242
+86,285
| +129% | +$3.48M | 1.77% | 4 |
|
|
2014
Q2 | $5.24M | Sell |
66,957
-5,521
| -8% | -$432K | 1.73% | 5 |
|
|
2014
Q1 | $5.03M | Sell |
72,478
-2,121
| -3% | -$147K | 1.73% | 6 |
|
|
2013
Q4 | $4.95M | Buy |
+74,599
| New | +$4.95M | 1.69% | 3 |
|