CWM
Cedar Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,410
| Closed | -$220K | – | 206 |
|
|
2024
Q3 | $220K | Buy |
5,410
+872
| +19% | +$35.4K | 0.07% | 100 |
|
|
2024
Q2 | $162K | Buy |
4,538
+1,000
| +28% | +$35.6K | 0.05% | 112 |
|
|
2024
Q1 | $128K | Buy |
3,538
+2,300
| +186% | +$83.2K | 0.04% | 121 |
|
|
2023
Q4 | $44.6K | Hold |
1,238
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $41.1K | Hold |
1,238
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $46K | Hold |
1,238
| – | – | 0.02% | 160 |
|
|
2023
Q1 | $47.2K | Hold |
1,238
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $48.4K | Hold |
1,238
| – | – | 0.02% | 148 |
|
|
2022
Q3 | $46K | Hold |
1,238
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $52K | Sell |
1,238
-210
| -15% | -$8.82K | 0.02% | 167 |
|
|
2022
Q1 | $67K | Buy |
1,448
+210
| +17% | +$9.72K | 0.03% | 162 |
|
|
2021
Q4 | $48K | Buy |
1,238
+328
| +36% | +$12.7K | 0.02% | 183 |
|
|
2021
Q3 | $36K | Hold |
910
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $36K | Hold |
910
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $33K | Hold |
910
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $29K | Hold |
910
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $27K | Hold |
910
| – | – | 0.02% | 156 |
|
|
2020
Q2 | $28K | Hold |
910
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $26K | Hold |
910
| – | – | 0.02% | 147 |
|
|
2019
Q4 | $36K | Sell |
910
-510
| -36% | -$20.2K | 0.02% | 102 |
|
|
2019
Q3 | $50K | Hold |
1,420
| – | – | 0.03% | 89 |
|
|
2019
Q2 | $51K | Buy |
1,420
+90
| +7% | +$3.23K | 0.03% | 104 |
|
|
2019
Q1 | $48K | Hold |
1,330
| – | – | 0.03% | 101 |
|
|
2018
Q4 | $41K | Buy |
1,330
+910
| +217% | +$28.1K | 0.03% | 89 |
|
|
2018
Q3 | $14K | Buy |
+420
| New | +$14K | 0.01% | 121 |
|