Clearstead Trust’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,600
| Closed | -$133K | – | 206 |
|
|
2017
Q4 | $133K | Hold |
9,600
| – | – | 0.09% | 120 |
|
|
2017
Q3 | $153K | Hold |
9,600
| – | – | 0.11% | 120 |
|
|
2017
Q2 | $14K | Hold |
9,600
| – | – | 0.01% | 207 |
|
|
2017
Q1 | $182K | Hold |
9,600
| – | – | 0.15% | 95 |
|
|
2016
Q4 | $220K | Buy |
+9,600
| New | +$220K | 0.2% | 91 |
|