CWS
Cypress Wealth Services’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
14,080
-1
| -0% | -$45 | 0.11% | 139 |
|
|
2025
Q1 | $624K | Sell |
14,081
-135
| -0.9% | -$5.98K | 0.13% | 134 |
|
|
2024
Q4 | $603K | Buy |
14,216
+62
| +0.4% | +$2.63K | 0.12% | 129 |
|
|
2024
Q3 | $575K | Buy |
14,154
+153
| +1% | +$6.21K | 0.12% | 138 |
|
|
2024
Q2 | $498K | Sell |
14,001
-17
| -0.1% | -$605 | 0.11% | 142 |
|
|
2024
Q1 | $507K | Sell |
14,018
-1,751
| -11% | -$63.4K | 0.12% | 142 |
|
|
2023
Q4 | $568K | Buy |
15,769
+485
| +3% | +$17.5K | 0.14% | 124 |
|
|
2023
Q3 | $513K | Buy |
15,284
+3,912
| +34% | +$131K | 0.14% | 133 |
|
|
2023
Q2 | $415K | Sell |
11,372
-12,194
| -52% | -$445K | 0.11% | 154 |
|
|
2023
Q1 | $899K | Buy |
23,566
+9,928
| +73% | +$379K | 0.26% | 77 |
|
|
2022
Q4 | $533K | Buy |
13,638
+40
| +0.3% | +$1.56K | 0.17% | 111 |
|
|
2022
Q3 | $504K | Sell |
13,598
-6,291
| -32% | -$233K | 0.17% | 112 |
|
|
2022
Q2 | $841K | Buy |
19,889
+2,780
| +16% | +$118K | 0.27% | 78 |
|
|
2022
Q1 | $789K | Buy |
17,109
+2,232
| +15% | +$103K | 0.22% | 81 |
|
|
2021
Q4 | $581K | Buy |
14,877
+1,210
| +9% | +$47.3K | 0.16% | 101 |
|
|
2021
Q3 | $544K | Sell |
13,667
-1,938
| -12% | -$77.1K | 0.16% | 99 |
|
|
2021
Q2 | $625K | Buy |
15,605
+1,080
| +7% | +$43.3K | 0.17% | 105 |
|
|
2021
Q1 | $529K | Sell |
14,525
-201
| -1% | -$7.32K | 0.11% | 148 |
|
|
2020
Q4 | $471K | Buy |
+14,726
| New | +$471K | 0.11% | 157 |
|
|
2020
Q3 | – | Sell |
-13,806
| Closed | -$420K | – | 58 |
|
|
2020
Q2 | $420K | Buy |
13,806
+1,790
| +15% | +$54.5K | 0.1% | 161 |
|
|
2020
Q1 | $350K | Sell |
12,016
-539
| -4% | -$15.7K | 0.1% | 163 |
|
|
2019
Q4 | $499K | Buy |
12,555
+232
| +2% | +$9.22K | 0.13% | 133 |
|
|
2019
Q3 | $432K | Buy |
12,323
+802
| +7% | +$28.1K | 0.12% | 142 |
|
|
2019
Q2 | $416K | Sell |
11,521
-1,072
| -9% | -$38.7K | 0.12% | 148 |
|
|
2019
Q1 | $457K | Buy |
12,593
+407
| +3% | +$14.8K | 0.14% | 128 |
|
|
2018
Q4 | $379K | Buy |
12,186
+872
| +8% | +$27.1K | 0.15% | 130 |
|
|
2018
Q3 | $365K | Buy |
11,314
+762
| +7% | +$24.6K | 0.13% | 146 |
|
|
2018
Q2 | $377K | Sell |
10,552
-2,436
| -19% | -$87K | 0.14% | 142 |
|
|
2018
Q1 | $409K | Sell |
12,988
-871
| -6% | -$27.4K | 0.17% | 114 |
|
|
2017
Q4 | $542K | Buy |
+13,859
| New | +$542K | 0.23% | 105 |
|