Clearstead Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
25,740
+4,055
| +19% | +$184K | 0.02% | 402 |
|
|
2025
Q1 | $961K | Buy |
21,685
+6,616
| +44% | +$293K | 0.01% | 417 |
|
|
2024
Q4 | $639K | Sell |
15,069
-4,350
| -22% | -$185K | 0.01% | 507 |
|
|
2024
Q3 | $789K | Buy |
19,419
+4,337
| +29% | +$176K | 0.01% | 472 |
|
|
2024
Q2 | $537K | Buy |
15,082
+12,805
| +562% | +$456K | 0.01% | 523 |
|
|
2024
Q1 | $86.1K | Buy |
2,277
+15
| +0.7% | +$567 | ﹤0.01% | 636 |
|
|
2023
Q4 | $81.5K | Sell |
2,262
-3,068
| -58% | -$110K | ﹤0.01% | 624 |
|
|
2023
Q3 | $179K | Buy |
5,330
+2,815
| +112% | +$94.4K | 0.01% | 590 |
|
|
2023
Q2 | $93.4K | Buy |
2,515
+575
| +30% | +$21.4K | 0.01% | 594 |
|
|
2023
Q1 | $74K | Sell |
1,940
-1,965
| -50% | -$75K | 0.01% | 571 |
|
|
2022
Q4 | $153K | Sell |
3,905
-608
| -13% | -$23.8K | 0.01% | 415 |
|
|
2022
Q3 | $167K | Sell |
4,513
-323
| -7% | -$12K | 0.02% | 386 |
|
|
2022
Q2 | $204K | Buy |
4,836
+1,220
| +34% | +$51.5K | 0.02% | 370 |
|
|
2022
Q1 | $167K | Buy |
3,616
+1,766
| +95% | +$81.6K | 0.01% | 437 |
|
|
2021
Q4 | $72K | Buy |
1,850
+12
| +0.7% | +$467 | ﹤0.01% | 590 |
|
|
2021
Q3 | $73K | Buy |
1,838
+500
| +37% | +$19.9K | 0.01% | 546 |
|
|
2021
Q2 | $54K | Sell |
1,338
-238
| -15% | -$9.61K | ﹤0.01% | 542 |
|
|
2021
Q1 | $57K | Sell |
1,576
-1,126
| -42% | -$40.7K | ﹤0.01% | 527 |
|
|
2020
Q4 | $86K | Buy |
2,702
+482
| +22% | +$15.3K | 0.01% | 440 |
|
|
2020
Q3 | $65K | Buy |
2,220
+715
| +48% | +$20.9K | 0.01% | 429 |
|
|
2020
Q2 | $46K | Hold |
1,505
| – | – | 0.01% | 435 |
|
|
2020
Q1 | $44K | Buy |
+1,505
| New | +$44K | 0.01% | 420 |
|
|
2017
Q4 | – | Sell |
-33,117
| Closed | -$1.39M | – | 236 |
|
|
2017
Q3 | $1.39M | Buy |
+33,117
| New | +$1.39M | 0.18% | 98 |
|