Your Advocates Ltd’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
Q1 | – | Sell |
-22,906
| Closed | -$604K | – | 239 |
|
|
2023
Q4 | $604K | Buy |
22,906
+425
| +2% | +$11.2K | 0.24% | 19 |
|
|
2023
Q3 | $615K | Buy |
22,481
+412
| +2% | +$11.3K | 0.37% | 20 |
|
|
2023
Q2 | $582K | Buy |
22,069
+409
| +2% | +$10.8K | 0.3% | 21 |
|
|
2023
Q1 | $561K | Buy |
21,660
+244
| +1% | +$6.32K | 0.31% | 20 |
|
|
2022
Q4 | $517K | Buy |
21,416
+399
| +2% | +$9.62K | 0.3% | 23 |
|
|
2022
Q3 | $500K | Buy |
21,017
+364
| +2% | +$8.66K | 0.3% | 22 |
|
|
2022
Q2 | $503K | Buy |
20,653
+358
| +2% | +$8.72K | 0.3% | 21 |
|
|
2022
Q1 | $524K | Buy |
20,295
+377
| +2% | +$9.73K | 0.3% | 19 |
|
|
2021
Q4 | $437K | Buy |
19,918
+381
| +2% | +$8.36K | 0.25% | 20 |
|
|
2021
Q3 | $423K | Buy |
19,537
+379
| +2% | +$8.21K | 0.27% | 17 |
|
|
2021
Q2 | $462K | Buy |
19,158
+358
| +2% | +$8.63K | 0.3% | 18 |
|
|
2021
Q1 | $414K | Buy |
18,800
+381
| +2% | +$8.39K | 0.31% | 17 |
|
|
2020
Q4 | $361K | Hold |
18,419
| – | – | 0.27% | 17 |
|
|
2020
Q3 | $291K | Hold |
18,419
| – | – | 0.23% | 16 |
|
|
2020
Q2 | $334K | Hold |
18,419
| – | – | 0.23% | 18 |
|
|
2020
Q1 | $263K | Hold |
18,419
| – | – | 0.23% | 19 |
|
|
2019
Q4 | $519K | Buy |
+18,419
| New | +$519K | 0.41% | 17 |
|