BCWM
Bartlett & Co Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
77,774
+813
| +1% | +$36.8K | 0.05% | 154 |
|
|
2025
Q1 | $3.41M | Sell |
76,961
-9,026
| -10% | -$400K | 0.05% | 154 |
|
|
2024
Q4 | $3.65M | Sell |
85,987
-22,881
| -21% | -$971K | 0.05% | 157 |
|
|
2024
Q3 | $4.42M | Sell |
108,868
-10,310
| -9% | -$419K | 0.06% | 144 |
|
|
2024
Q2 | $4.24M | Sell |
119,178
-48,579
| -29% | -$1.73M | 0.06% | 147 |
|
|
2024
Q1 | $6.07M | Sell |
167,757
-45,407
| -21% | -$1.64M | 0.09% | 127 |
|
|
2023
Q4 | $7.7M | Sell |
213,164
-1,410,711
| -87% | -$51M | 0.13% | 113 |
|
|
2023
Q3 | $54.5M | Sell |
1,623,875
-5,155
| -0.3% | -$173K | 0.98% | 30 |
|
|
2023
Q2 | $60.5M | Buy |
1,629,030
+30,918
| +2% | +$1.15M | 1.05% | 27 |
|
|
2023
Q1 | $60.9M | Sell |
1,598,112
-10,309
| -0.6% | -$393K | 1.18% | 26 |
|
|
2022
Q4 | $62.9M | Sell |
1,608,421
-10,596
| -0.7% | -$414K | 1.27% | 24 |
|
|
2022
Q3 | $60.1M | Buy |
1,619,017
+23,875
| +1% | +$886K | 1.29% | 28 |
|
|
2022
Q2 | $67.4M | Buy |
1,595,142
+4,672
| +0.3% | +$197K | 1.37% | 20 |
|
|
2022
Q1 | $73.3M | Sell |
1,590,470
-7,081
| -0.4% | -$326K | 1.28% | 21 |
|
|
2021
Q4 | $62.4M | Buy |
1,597,551
+10,616
| +0.7% | +$415K | 1.06% | 29 |
|
|
2021
Q3 | $63.2M | Buy |
1,586,935
+31,395
| +2% | +$1.25M | 1.2% | 26 |
|
|
2021
Q2 | $62.3M | Sell |
1,555,540
-6,920
| -0.4% | -$277K | 1.19% | 27 |
|
|
2021
Q1 | $56.9M | Buy |
1,562,460
+101,971
| +7% | +$3.71M | 1.14% | 26 |
|
|
2020
Q4 | $46.7M | Sell |
1,460,489
-26,061
| -2% | -$834K | 1% | 35 |
|
|
2020
Q3 | $43.4M | Buy |
1,486,550
+34,544
| +2% | +$1.01M | 1.02% | 32 |
|
|
2020
Q2 | $44.2M | Buy |
1,452,006
+64,571
| +5% | +$1.96M | 1.15% | 27 |
|
|
2020
Q1 | $40.4M | Buy |
1,387,435
+35,237
| +3% | +$1.03M | 1.23% | 24 |
|
|
2019
Q4 | $53.8M | Buy |
1,352,198
+13,160
| +1% | +$523K | 1.31% | 19 |
|
|
2019
Q3 | $47M | Buy |
1,339,038
+312,425
| +30% | +$11M | 1.23% | 21 |
|
|
2019
Q2 | $37M | Buy |
1,026,613
+48,959
| +5% | +$1.77M | 1.38% | 21 |
|
|
2019
Q1 | $35.4M | Buy |
977,654
+1,096
| +0.1% | +$39.7K | 1.36% | 21 |
|
|
2018
Q4 | $30.4M | Sell |
976,558
-32,891
| -3% | -$1.02M | 1.29% | 26 |
|
|
2018
Q3 | $32.6M | Buy |
1,009,449
+7,283
| +0.7% | +$235K | 1.22% | 25 |
|
|
2018
Q2 | $35.8M | Sell |
1,002,166
-31,671
| -3% | -$1.13M | 1.45% | 20 |
|
|
2018
Q1 | $32.5M | Buy |
+1,033,837
| New | +$32.5M | 1.34% | 27 |
|