Dynamic Advisor Solutions’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,793
| Closed | -$152K | – | 449 |
|
|
2018
Q3 | $152K | Buy |
+13,793
| New | +$152K | 0.03% | 391 |
|
|
2016
Q4 | – | Sell |
-19,700
| Closed | -$501K | – | 248 |
|
|
2016
Q3 | $501K | Hold |
19,700
| – | – | 0.19% | 140 |
|
|
2016
Q2 | $457K | Hold |
19,700
| – | – | 0.19% | 133 |
|
|
2016
Q1 | $361K | Sell |
19,700
-20,600
| -51% | -$377K | 0.15% | 147 |
|
|
2015
Q4 | $930K | Buy |
40,300
+20,800
| +107% | +$480K | 0.38% | 73 |
|
|
2015
Q3 | $482K | Buy |
+19,500
| New | +$482K | 0.24% | 101 |
|