EWA
ERTS Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,264
| Closed | -$588K | – | 45 |
|
|
2025
Q1 | $588K | Sell |
13,264
-5,822
| -31% | -$258K | 0.11% | 42 |
|
|
2024
Q4 | $810K | Sell |
19,086
-1,616
| -8% | -$68.6K | 0.15% | 37 |
|
|
2024
Q3 | $841K | Sell |
20,702
-1,565
| -7% | -$63.6K | 0.16% | 37 |
|
|
2024
Q2 | $792K | Sell |
22,267
-211
| -0.9% | -$7.51K | 0.16% | 36 |
|
|
2024
Q1 | $813K | Sell |
22,478
-17
| -0.1% | -$615 | 0.17% | 35 |
|
|
2023
Q4 | $810K | Buy |
22,495
+1,147
| +5% | +$41.3K | 0.17% | 32 |
|
|
2023
Q3 | $709K | Buy |
21,348
+473
| +2% | +$15.7K | 0.17% | 33 |
|
|
2023
Q2 | $775K | Buy |
20,875
+349
| +2% | +$13K | 0.18% | 36 |
|
|
2023
Q1 | $783K | Sell |
20,526
-5,832
| -22% | -$222K | 0.19% | 36 |
|
|
2022
Q4 | $1.03M | Sell |
26,358
-286
| -1% | -$11.2K | 0.27% | 37 |
|
|
2022
Q3 | $989K | Sell |
26,644
-145
| -0.5% | -$5.38K | 0.28% | 33 |
|
|
2022
Q2 | $1.13M | Buy |
+26,789
| New | +$1.13M | 0.32% | 30 |
|
|
2022
Q1 | – | Sell |
-25,718
| Closed | -$1M | – | 90 |
|
|
2021
Q4 | $1M | Buy |
+25,718
| New | +$1M | 0.24% | 33 |
|
|
2021
Q3 | – | Sell |
-26,437
| Closed | -$1.06M | – | 86 |
|
|
2021
Q2 | $1.06M | Sell |
26,437
-555
| -2% | -$22.2K | 0.29% | 30 |
|
|
2021
Q1 | $983K | Buy |
26,992
+1,021
| +4% | +$37.2K | 0.29% | 30 |
|
|
2020
Q4 | $831K | Sell |
25,971
-5,784
| -18% | -$185K | 0.27% | 32 |
|
|
2020
Q3 | $927K | Sell |
31,755
-2,298
| -7% | -$67.1K | 0.35% | 30 |
|
|
2020
Q2 | $1.04M | Sell |
34,053
-14,347
| -30% | -$436K | 0.42% | 28 |
|
|
2020
Q1 | $1.41M | Sell |
48,400
-3,591
| -7% | -$104K | 0.68% | 22 |
|
|
2019
Q4 | $2.07M | Sell |
51,991
-893
| -2% | -$35.5K | 0.93% | 14 |
|
|
2019
Q3 | $1.86M | Sell |
52,884
-1,020
| -2% | -$35.8K | 0.94% | 14 |
|
|
2019
Q2 | $1.95M | Sell |
53,904
-1,125
| -2% | -$40.6K | 1.07% | 16 |
|
|
2019
Q1 | $2M | Sell |
55,029
-6,278
| -10% | -$228K | 1.19% | 16 |
|
|
2018
Q4 | $1.91M | Buy |
+61,307
| New | +$1.91M | 1.36% | 15 |
|