WR Wealth Planners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $320K | Hold |
10,200
| – | – | 0.1% | 125 |
|
|
2024
Q3 | $297K | Sell |
10,200
-4,400
| -30% | -$128K | 0.08% | 148 |
|
|
2024
Q2 | $423K | Sell |
14,600
-2,800
| -16% | -$81.1K | 0.13% | 107 |
|
|
2024
Q1 | $508K | Hold |
17,400
| – | – | 0.16% | 93 |
|
|
2023
Q4 | $458K | Sell |
17,400
-1,000
| -5% | -$26.4K | 0.17% | 110 |
|
|
2023
Q3 | $504K | Hold |
18,400
| – | – | 0.19% | 87 |
|
|
2023
Q2 | $485K | Sell |
18,400
-1,850
| -9% | -$48.7K | 0.19% | 88 |
|
|
2023
Q1 | $524K | Buy |
+20,250
| New | +$524K | 0.23% | 71 |
|