BWA
Burt Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,076
| Closed | -$34K | – | 169 |
|
|
2020
Q4 | $34K | Hold |
1,076
| – | – | 0.01% | 208 |
|
|
2020
Q3 | $31K | Hold |
1,076
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $33K | Hold |
1,076
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $31K | Hold |
1,076
| – | – | 0.01% | 196 |
|
|
2019
Q4 | $43K | Hold |
1,076
| – | – | 0.02% | 182 |
|
|
2019
Q3 | $38K | Hold |
1,076
| – | – | 0.02% | 189 |
|
|
2019
Q2 | $39K | Hold |
1,076
| – | – | 0.02% | 184 |
|
|
2019
Q1 | $39K | Hold |
1,076
| – | – | 0.02% | 188 |
|
|
2018
Q4 | $33K | Sell |
1,076
-92
| -8% | -$2.82K | 0.02% | 196 |
|
|
2018
Q3 | $38K | Hold |
1,168
| – | – | 0.02% | 199 |
|
|
2018
Q2 | $42K | Hold |
1,168
| – | – | 0.02% | 187 |
|
|
2018
Q1 | $37K | Hold |
1,168
| – | – | 0.02% | 203 |
|
|
2017
Q4 | $46K | Hold |
1,168
| – | – | 0.03% | 188 |
|
|
2017
Q3 | $49K | Hold |
1,168
| – | – | 0.03% | 179 |
|
|
2017
Q2 | $46K | Buy |
1,168
+421
| +56% | +$16.6K | 0.03% | 191 |
|
|
2017
Q1 | $31K | Buy |
+747
| New | +$31K | 0.02% | 198 |
|