Clearstead Trust’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-268
Closed -$9.65K 437
2023
Q4
$9.65K Buy
+268
New +$9.04K ﹤0.01% 337
2023
Q2
Sell
-954
Closed -$36.4K 393
2023
Q1
$36.4K Buy
954
+12
+1% +$471 0.01% 230
2022
Q4
$37K Buy
942
+11
+1% +$430 0.01% 245
2022
Q3
$35K Buy
+931
New +$39.3K 0.01% 227

Other funds holding ENB

Clearstead Trust's ENB Position: Q1 2024 in Review

Clearstead Trust sold out of Enbridge (ENB) in Q1 2024, closing a stake of 268 shares — an estimated $9.65K sold.

Clearstead Trust first reported a position in ENB in Q3 2022 and held it in 4 quarters. The position peaked at $37K in Q4 2022. 1,222 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Clearstead Trust reported no remaining Enbridge position as of Q1 2024 after selling out during the quarter.
  • Clearstead Trust sold 268 Enbridge shares in Q1 2024, an estimated $9.65K.
  • Clearstead Trust first reported a position in Enbridge in Q3 2022 and held it in 4 quarters.
  • Clearstead Trust's Enbridge position peaked at $37K in Q4 2022.
  • 1,222 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Clearstead Trust's 13F filing for Q1 2024, filed 10 May 2024.