Caldwell Trust’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
6,645
|
|
||||
|
2025
Q1 | $294K | Buy |
6,645
+145
|
|
||||
|
2024
Q4 | $276K | Sell |
6,500
-8
|
|
||||
|
2024
Q3 | $264K | Sell |
6,508
-1,063
|
|
||||
|
2024
Q2 | $269K | Buy |
7,571
+6,877
|
|
||||
|
2024
Q1 | $25.1K | Hold |
694
|
|
||||
|
2023
Q4 | $25K | Sell |
694
-488
|
|
||||
|
2023
Q3 | $39.2K | Sell |
1,182
-355
|
|
||||
|
2023
Q2 | $57.1K | Sell |
1,537
-806
|
|
||||
|
2023
Q1 | $89.4K | Sell |
2,343
-888
|
|
||||
|
2022
Q4 | $126K | Buy |
3,231
+1,185
|
|
||||
|
2022
Q3 | $75.9K | Hold |
2,046
|
|
||||
|
2022
Q2 | $86.5K | Hold |
2,046
|
|
||||
|
2022
Q1 | $94.3K | Buy |
2,046
+476
|
|
||||
|
2021
Q4 | $61.4K | Hold |
1,570
|
|
||||
|
2021
Q3 | $62.5K | Hold |
1,570
|
|
||||
|
2021
Q2 | $62.9K | Buy |
1,570
+246
|
|
||||
|
2021
Q1 | $48.2K | Sell |
1,324
-147
|
|
||||
|
2020
Q4 | $47.1K | Sell |
1,471
-868
|
|
||||
|
2020
Q3 | $68.3K | Buy |
2,339
+452
|
|
||||
|
2020
Q2 | $57.4K | Hold |
1,887
|
|
||||
|
2020
Q1 | $54.9K | Hold |
1,887
|
|
||||
|
2019
Q4 | $75K | Buy |
+1,887
|
|