Avitas Wealth Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-79,089
| Closed | -$3.15M | – | 138 |
|
2019
Q4 | $3.15M | Buy |
79,089
+365
| +0.5% | +$14.5K | 0.81% | 55 |
|
2019
Q3 | $2.76M | Buy |
78,724
+1,169
| +2% | +$41K | 0.76% | 61 |
|
2019
Q2 | $2.8M | Buy |
+77,555
| New | +$2.8M | 0.78% | 58 |
|
2018
Q4 | – | Sell |
-80,112
| Closed | -$2.59M | – | 159 |
|
2018
Q3 | $2.59M | Buy |
80,112
+3,340
| +4% | +$108K | 0.73% | 61 |
|
2018
Q2 | $2.74M | Buy |
+76,772
| New | +$2.74M | 0.85% | 51 |
|