Caldwell Trust’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Hold
2025
Q2
$301K Hold
2025
Q1
$294K Buy
2024
Q4
$276K Sell
2024
Q3
$264K Sell
2024
Q2
$269K Buy
2024
Q1
$25.1K Hold
2023
Q4
$25K Sell
2023
Q3
$39.2K Sell
2023
Q2
$57.1K Sell
2023
Q1
$89.4K Sell
2022
Q4
$126K Buy
2022
Q3
$75.9K Hold
2022
Q2
$86.5K Hold
2022
Q1
$94.3K Buy
2021
Q4
$61.4K Hold
2021
Q3
$62.5K Hold
2021
Q2
$62.9K Buy
2021
Q1
$48.2K Sell
2020
Q4
$47.1K Sell
2020
Q3
$68.3K Buy
2020
Q2
$57.4K Hold
2020
Q1
$54.9K Hold
2019
Q4
$75K Buy