AWA
Acorn Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
8,646
-282
| -3% | -$12.8K | 0.15% | 139 |
|
|
2025
Q1 | $396K | Sell |
8,928
-108
| -1% | -$4.79K | 0.16% | 128 |
|
|
2024
Q4 | $383K | Sell |
9,036
-57
| -0.6% | -$2.42K | 0.16% | 128 |
|
|
2024
Q3 | $369K | Buy |
9,093
+291
| +3% | +$11.8K | 0.16% | 133 |
|
|
2024
Q2 | $313K | Buy |
8,802
+644
| +8% | +$22.9K | 0.15% | 141 |
|
|
2024
Q1 | $295K | Buy |
8,158
+655
| +9% | +$23.7K | 0.15% | 140 |
|
|
2023
Q4 | $270K | Sell |
7,503
-26
| -0.3% | -$937 | 0.16% | 143 |
|
|
2023
Q3 | $250K | Buy |
7,529
+47
| +0.6% | +$1.56K | 0.17% | 143 |
|
|
2023
Q2 | $278K | Buy |
7,482
+161
| +2% | +$5.98K | 0.19% | 131 |
|
|
2023
Q1 | $279K | Buy |
7,321
+100
| +1% | +$3.82K | 0.21% | 126 |
|
|
2022
Q4 | $282K | Buy |
7,221
+553
| +8% | +$21.6K | 0.22% | 111 |
|
|
2022
Q3 | $247K | Buy |
+6,668
| New | +$247K | 0.2% | 125 |
|
|
2018
Q3 | – | Sell |
-909
| Closed | -$32K | – | 199 |
|
|
2018
Q2 | $32K | Hold |
909
| – | – | 0.03% | 335 |
|
|
2018
Q1 | $27K | Buy |
909
+278
| +44% | +$8.26K | 0.02% | 347 |
|
|
2017
Q4 | $26K | Buy |
+631
| New | +$26K | 0.02% | 342 |
|