YorkBridge Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,823
| Closed | -$82K | – | 317 |
|
|
2019
Q2 | $82K | Hold |
2,823
| – | – | 0.04% | 315 |
|
|
2019
Q1 | $82K | Hold |
2,823
| – | – | 0.04% | 305 |
|
|
2018
Q4 | $69K | Hold |
2,823
| – | – | 0.04% | 296 |
|
|
2018
Q3 | $82K | Hold |
2,823
| – | – | 0.04% | 308 |
|
|
2018
Q2 | $78K | Hold |
2,823
| – | – | 0.03% | 321 |
|
|
2018
Q1 | $73K | Hold |
2,823
| – | – | 0.03% | 329 |
|
|
2017
Q4 | $74K | Sell |
2,823
-1,000
| -26% | -$26.2K | 0.04% | 330 |
|
|
2017
Q3 | $100K | Hold |
3,823
| – | – | 0.05% | 282 |
|
|
2017
Q2 | $104K | Sell |
3,823
-750
| -16% | -$20.4K | 0.06% | 263 |
|
|
2017
Q1 | $124K | Hold |
4,573
| – | – | 0.06% | 224 |
|
|
2016
Q4 | $118K | Buy |
+4,573
| New | +$118K | 0.07% | 216 |
|