Capital Planning Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,564
| Closed | -$218K | – | 120 |
|
|
2017
Q4 | $218K | Sell |
5,564
-6,714
| -55% | -$263K | 0.08% | 116 |
|
|
2017
Q3 | $514K | Buy |
12,278
+831
| +7% | +$34.8K | 0.2% | 87 |
|
|
2017
Q2 | $456K | Sell |
11,447
-434
| -4% | -$17.3K | 0.2% | 86 |
|
|
2017
Q1 | $497K | Buy |
+11,881
| New | +$497K | 0.25% | 72 |
|