CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Hold |
16,324
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $723K | Buy |
16,324
+520
| +3% | +$23K | 0.01% | 165 |
|
|
2024
Q4 | $671K | Hold |
15,804
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $642K | Hold |
15,804
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $562K | Sell |
15,804
-25
| -0.2% | -$890 | 0.01% | 156 |
|
|
2024
Q1 | $573K | Sell |
15,829
-37
| -0.2% | -$1.34K | 0.01% | 156 |
|
|
2023
Q4 | $571K | Sell |
15,866
-894
| -5% | -$32.2K | 0.01% | 162 |
|
|
2023
Q3 | $562K | Buy |
16,760
+688
| +4% | +$23.1K | 0.02% | 151 |
|
|
2023
Q2 | $597K | Sell |
16,072
-742
| -4% | -$27.6K | 0.02% | 149 |
|
|
2023
Q1 | $641K | Buy |
16,814
+217
| +1% | +$8.28K | 0.02% | 155 |
|
|
2022
Q4 | $649K | Hold |
16,597
| – | – | 0.02% | 155 |
|
|
2022
Q3 | $616K | Sell |
16,597
-36
| -0.2% | -$1.34K | 0.08% | 70 |
|
|
2022
Q2 | $703K | Buy |
16,633
+36
| +0.2% | +$1.52K | 0.03% | 149 |
|
|
2022
Q1 | $765K | Sell |
16,597
-1,464
| -8% | -$67.5K | 0.03% | 155 |
|
|
2021
Q4 | $706K | Buy |
18,061
+1
| +0% | +$39 | 0.03% | 145 |
|
|
2021
Q3 | $719K | Buy |
18,060
+742
| +4% | +$29.5K | 0.03% | 180 |
|
|
2021
Q2 | $693K | Sell |
17,318
-502
| -3% | -$20.1K | 0.03% | 188 |
|
|
2021
Q1 | $649K | Sell |
17,820
-1,062
| -6% | -$38.7K | 0.03% | 141 |
|
|
2020
Q4 | $604K | Buy |
18,882
+100
| +0.5% | +$3.2K | 0.03% | 137 |
|
|
2020
Q3 | $548K | Hold |
18,782
| – | – | 0.03% | 136 |
|
|
2020
Q2 | $571K | Buy |
+18,782
| New | +$571K | 0.03% | 133 |
|
|
2019
Q4 | $642K | Sell |
16,153
-804
| -5% | -$32K | 0.05% | 129 |
|
|
2019
Q3 | $595K | Buy |
16,957
+804
| +5% | +$28.2K | 0.05% | 119 |
|
|
2019
Q2 | $583K | Sell |
16,153
-504
| -3% | -$18.2K | 0.06% | 92 |
|
|
2019
Q1 | $604K | Sell |
16,657
-70
| -0.4% | -$2.54K | 0.07% | 88 |
|
|
2018
Q4 | $520K | Buy |
16,727
+614
| +4% | +$19.1K | 0.05% | 122 |
|
|
2018
Q3 | $520K | Hold |
16,113
| – | – | 0.05% | 105 |
|
|
2018
Q2 | $575K | Sell |
16,113
-80
| -0.5% | -$2.86K | 0.06% | 103 |
|
|
2018
Q1 | $510K | Sell |
16,193
-745
| -4% | -$23.5K | 0.05% | 109 |
|
|
2017
Q4 | $662K | Hold |
16,938
| – | – | 0.07% | 95 |
|
|
2017
Q3 | $709K | Buy |
16,938
+825
| +5% | +$34.5K | 0.08% | 110 |
|
|
2017
Q2 | $641K | Hold |
16,113
| – | – | 0.07% | 115 |
|
|
2017
Q1 | $674K | Buy |
+16,113
| New | +$674K | 0.08% | 111 |
|