EFS
Essex Financial Services’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
19,271
+269
| +1% | +$12.2K | 0.06% | 288 |
|
|
2025
Q1 | $842K | Buy |
19,002
+14,066
| +285% | +$623K | 0.06% | 266 |
|
|
2024
Q4 | $209K | Sell |
4,936
-1,361
| -22% | -$57.7K | 0.01% | 598 |
|
|
2024
Q3 | $261K | Buy |
6,297
+2
| +0% | +$83 | 0.02% | 526 |
|
|
2024
Q2 | $244K | Buy |
+6,295
| New | +$244K | 0.02% | 532 |
|
|
2023
Q4 | – | Sell |
-6,068
| Closed | -$201K | – | 512 |
|
|
2023
Q3 | $201K | Buy |
+6,068
| New | +$201K | 0.02% | 448 |
|
|
2022
Q4 | – | Sell |
-6,968
| Closed | -$259K | – | 483 |
|
|
2022
Q3 | $259K | Buy |
6,968
+833
| +14% | +$31K | 0.03% | 368 |
|
|
2022
Q2 | $259K | Sell |
6,135
-1,046
| -15% | -$44.2K | 0.03% | 394 |
|
|
2022
Q1 | $331K | Sell |
7,181
-82
| -1% | -$3.78K | 0.03% | 350 |
|
|
2021
Q4 | $284K | Buy |
+7,263
| New | +$284K | 0.03% | 376 |
|
|
2021
Q3 | – | Sell |
-12,803
| Closed | -$513K | – | 467 |
|
|
2021
Q2 | $513K | Buy |
+12,803
| New | +$513K | 0.07% | 232 |
|