Clear Perspective Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $950K | Buy |
24,284
+230
| +1% | +$9K | 0.29% | 60 |
|
|
2021
Q3 | $958K | Sell |
24,054
-704
| -3% | -$28K | 0.33% | 58 |
|
|
2021
Q2 | $992K | Buy |
24,758
+25
| +0.1% | +$1K | 0.34% | 55 |
|
|
2021
Q1 | $900K | Buy |
24,733
+1,721
| +7% | +$62.6K | 0.35% | 58 |
|
|
2020
Q4 | $736K | Buy |
23,012
+324
| +1% | +$10.4K | 0.3% | 60 |
|
|
2020
Q3 | $1.76K | Buy |
22,688
+829
| +4% | +$64 | 0.83% | 21 |
|
|
2020
Q2 | $665K | Buy |
21,859
+1,670
| +8% | +$50.8K | 0.36% | 50 |
|
|
2020
Q1 | $587K | Sell |
20,189
-5,715
| -22% | -$166K | 0.39% | 53 |
|
|
2019
Q4 | $1.03M | Sell |
25,904
-407
| -2% | -$16.2K | 0.64% | 40 |
|
|
2019
Q3 | $923K | Buy |
26,311
+27
| +0.1% | +$947 | 0.42% | 54 |
|
|
2019
Q2 | $948K | Buy |
26,284
+128
| +0.5% | +$4.62K | 0.61% | 39 |
|
|
2019
Q1 | $970K | Buy |
26,156
+621
| +2% | +$23K | 0.69% | 37 |
|
|
2018
Q4 | $794K | Sell |
25,535
-2,180
| -8% | -$67.8K | 0.66% | 39 |
|
|
2018
Q3 | $895K | Buy |
27,715
+653
| +2% | +$21.1K | 0.66% | 41 |
|
|
2018
Q2 | $966K | Buy |
27,062
+9,342
| +53% | +$333K | 0.68% | 33 |
|
|
2018
Q1 | $558K | Buy |
17,720
+7,217
| +69% | +$227K | 0.42% | 72 |
|
|
2017
Q4 | $411K | Buy |
10,503
+4,800
| +84% | +$188K | 0.31% | 84 |
|
|
2017
Q3 | $239K | Sell |
5,703
-252
| -4% | -$10.6K | 0.2% | 119 |
|
|
2017
Q2 | $237K | Hold |
5,955
| – | – | 0.2% | 113 |
|
|
2017
Q1 | $249K | Buy |
+5,955
| New | +$249K | 0.16% | 106 |
|