Carson Wealth (CWM LLC)’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,104
| Closed | -$20K | – | 895 |
|
|
2016
Q1 | $20K | Hold |
1,104
| – | – | ﹤0.01% | 441 |
|
|
2015
Q4 | $25K | Buy |
+1,104
| New | +$25K | ﹤0.01% | 376 |
|
|
2014
Q1 | – | Sell |
-1,044
| Closed | -$31K | – | 516 |
|
|
2013
Q4 | $31K | Buy |
1,044
+111
| +12% | +$3.3K | ﹤0.01% | 299 |
|
|
2013
Q3 | $28K | Buy |
+933
| New | +$28K | 0.01% | 236 |
|