EverSource Wealth Advisors’s Enbridge ENB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
12,661
+1,851
+17% +$83.9K 0.03% 403
2025
Q1
$479K Buy
10,810
+628
+6% +$27.8K 0.03% 390
2024
Q4
$432K Buy
10,182
+72
+0.7% +$3.06K 0.02% 404
2024
Q3
$411K Buy
10,110
+557
+6% +$22.6K 0.03% 377
2024
Q2
$357K Buy
9,553
+484
+5% +$18.1K 0.02% 389
2024
Q1
$322K Buy
9,069
+1,572
+21% +$55.9K 0.03% 359
2023
Q4
$270K Buy
7,497
+704
+10% +$25.4K 0.02% 366
2023
Q3
$227K Sell
6,793
-157
-2% -$5.25K 0.02% 370
2023
Q2
$258K Buy
6,950
+1,728
+33% +$64.2K 0.03% 344
2023
Q1
$199K Hold
5,222
0.02% 371
2022
Q4
$204K Buy
5,222
+8
+0.2% +$313 0.03% 350
2022
Q3
$193K Sell
5,214
-755
-13% -$27.9K 0.04% 303
2022
Q2
$252K Sell
5,969
-47
-0.8% -$1.98K 0.07% 236
2022
Q1
$278K Buy
6,016
+565
+10% +$26.1K 0.07% 216
2021
Q4
$213K Buy
+5,451
New +$213K 0.06% 217