Avantax Planning Partners’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
11,453
-180
| -2% | -$8.16K | 0.02% | 261 |
|
|
2025
Q1 | $515K | Buy |
11,633
+1,000
| +9% | +$44.3K | 0.02% | 254 |
|
|
2024
Q4 | $451K | Sell |
10,633
-248
| -2% | -$10.5K | 0.02% | 274 |
|
|
2024
Q3 | $442K | Buy |
10,881
+2,782
| +34% | +$113K | 0.02% | 273 |
|
|
2024
Q2 | $288K | Buy |
8,099
+350
| +5% | +$12.5K | 0.01% | 366 |
|
|
2024
Q1 | $280K | Buy |
+7,749
| New | +$280K | 0.01% | 372 |
|
|
2023
Q2 | – | Sell |
-9,889
| Closed | -$377K | – | 374 |
|
|
2023
Q1 | $377K | Buy |
9,889
+156
| +2% | +$5.95K | 0.02% | 259 |
|
|
2022
Q4 | $381K | Sell |
9,733
-1
| -0% | -$39 | 0.02% | 262 |
|
|
2022
Q3 | $361K | Buy |
9,734
+830
| +9% | +$30.8K | 0.02% | 263 |
|
|
2022
Q2 | $376K | Sell |
8,904
-1,554
| -15% | -$65.6K | 0.02% | 247 |
|
|
2022
Q1 | $482K | Buy |
10,458
+628
| +6% | +$28.9K | 0.02% | 227 |
|
|
2021
Q4 | $384K | Buy |
9,830
+391
| +4% | +$15.3K | 0.02% | 241 |
|
|
2021
Q3 | $376K | Buy |
9,439
+192
| +2% | +$7.65K | 0.02% | 228 |
|
|
2021
Q2 | $370K | Sell |
9,247
-53
| -0.6% | -$2.12K | 0.02% | 231 |
|
|
2021
Q1 | $339K | Sell |
9,300
-61
| -0.7% | -$2.22K | 0.02% | 227 |
|
|
2020
Q4 | $299K | Sell |
9,361
-808
| -8% | -$25.8K | 0.02% | 223 |
|
|
2020
Q3 | $297K | Sell |
10,169
-1,991
| -16% | -$58.2K | 0.02% | 227 |
|
|
2020
Q2 | $370K | Sell |
12,160
-1,438
| -11% | -$43.8K | 0.02% | 198 |
|
|
2020
Q1 | $396K | Buy |
13,598
+522
| +4% | +$15.2K | 0.03% | 175 |
|
|
2019
Q4 | $520K | Buy |
13,076
+283
| +2% | +$11.3K | 0.03% | 173 |
|
|
2019
Q3 | $449K | Buy |
12,793
+173
| +1% | +$6.07K | 0.03% | 182 |
|
|
2019
Q2 | $454K | Sell |
12,620
-883
| -7% | -$31.8K | 0.03% | 181 |
|
|
2019
Q1 | $490K | Buy |
13,503
+3,160
| +31% | +$115K | 0.03% | 165 |
|
|
2018
Q4 | $321K | Buy |
10,343
+6,848
| +196% | +$213K | 0.02% | 187 |
|
|
2018
Q3 | $113K | Buy |
+3,495
| New | +$113K | 0.01% | 323 |
|
|
2018
Q2 | – | Sell |
-9,335
| Closed | -$294K | – | 573 |
|
|
2018
Q1 | $294K | Buy |
9,335
+258
| +3% | +$8.13K | 0.03% | 228 |
|
|
2017
Q4 | $355K | Sell |
9,077
-1,070
| -11% | -$41.8K | 0.03% | 210 |
|
|
2017
Q3 | $425K | Buy |
10,147
+1,449
| +17% | +$60.7K | 0.03% | 225 |
|
|
2017
Q2 | $346K | Sell |
8,698
-859
| -9% | -$34.2K | 0.03% | 231 |
|
|
2017
Q1 | $400K | Buy |
+9,557
| New | +$400K | 0.04% | 205 |
|