Arbor Wealth Management’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-130,681
| Closed | -$4.22M | – | 206 |
|
|
2018
Q3 | $4.22M | Buy |
130,681
+523
| +0.4% | +$16.9K | 3.32% | 12 |
|
|
2018
Q2 | $4.59M | Buy |
130,158
+16,478
| +14% | +$580K | 3.58% | 8 |
|
|
2018
Q1 | $3.78M | Buy |
+113,680
| New | +$3.78M | 3.23% | 10 |
|
|
2017
Q4 | – | Sell |
-26,224
| Closed | -$917K | – | 66 |
|
|
2017
Q3 | $917K | Buy |
+26,224
| New | +$917K | 0.78% | 33 |
|