Evergreen Wealth Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,513
| Closed | -$801K | – | 56 |
|
|
2024
Q2 | $801K | Hold |
22,513
| – | – | 0.53% | 49 |
|
|
2024
Q1 | $815K | Hold |
22,513
| – | – | 0.55% | 50 |
|
|
2023
Q4 | $811K | Buy |
22,513
+419
| +2% | +$15.1K | 0.6% | 48 |
|
|
2023
Q3 | $733K | Buy |
22,094
+252
| +1% | +$8.36K | 0.58% | 50 |
|
|
2023
Q2 | $811K | Sell |
21,842
-18,537
| -46% | -$689K | 0.64% | 44 |
|
|
2023
Q1 | $1.54M | Buy |
40,379
+234
| +0.6% | +$8.93K | 1.37% | 30 |
|
|
2022
Q4 | $1.57M | Buy |
+40,145
| New | +$1.57M | 1.44% | 26 |
|