Beam Wealth Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,343
| Closed | -$372K | – | 99 |
|
|
2021
Q3 | $372K | Buy |
9,343
+96
| +1% | +$3.82K | 0.32% | 89 |
|
|
2021
Q2 | $370K | Buy |
9,247
+2,009
| +28% | +$80.4K | 0.32% | 87 |
|
|
2021
Q1 | $263K | Buy |
7,238
+285
| +4% | +$10.4K | 0.23% | 108 |
|
|
2020
Q4 | $222K | Sell |
6,953
-122
| -2% | -$3.9K | 0.21% | 114 |
|
|
2020
Q3 | $207K | Buy |
+7,075
| New | +$207K | 0.19% | 119 |
|
|
2020
Q1 | – | Sell |
-6,097
| Closed | -$242K | – | 147 |
|
|
2019
Q4 | $242K | Buy |
+6,097
| New | +$242K | 0.23% | 124 |
|