Bordeaux Wealth Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,439
Closed -$211K 162
2025
Q1
$211K Sell
6,439
-2,147
-25% -$70.4K 0.04% 150
2024
Q4
$267K Buy
+8,586
New +$267K 0.04% 126