Glassman Wealth Services’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,213
| Closed | -$43.7K | – | 705 |
|
|
2023
Q4 | $43.7K | Buy |
1,213
+199
| +20% | +$6.71K | 0.01% | 480 |
|
|
2023
Q3 | $34K | Buy |
1,014
+67
| +7% | +$2.38K | 0.01% | 523 |
|
|
2023
Q2 | $35.2K | Sell |
947
-587
| -38% | -$22.4K | 0.01% | 489 |
|
|
2023
Q1 | $58.5K | Sell |
1,534
-46
| -3% | -$1.8K | 0.01% | 377 |
|
|
2022
Q4 | $61.8K | Sell |
1,580
-41
| -3% | -$1.6K | 0.01% | 371 |
|
|
2022
Q3 | $60K | Buy |
1,621
+25
| +2% | +$1.05K | 0.01% | 346 |
|
|
2022
Q2 | $67K | Buy |
1,596
+353
| +28% | +$15.8K | 0.01% | 332 |
|
|
2022
Q1 | $57K | Buy |
1,243
+119
| +11% | +$5.1K | 0.01% | 376 |
|
|
2021
Q4 | $44K | Buy |
1,124
+278
| +33% | +$11.1K | 0.01% | 400 |
|
|
2021
Q3 | $34K | Buy |
846
+387
| +84% | +$15.3K | 0.01% | 440 |
|
|
2021
Q2 | $18K | Buy |
459
+44
| +11% | +$1.7K | ﹤0.01% | 600 |
|
|
2021
Q1 | $15K | Buy |
415
+55
| +15% | +$1.93K | ﹤0.01% | 598 |
|
|
2020
Q4 | $12K | Sell |
360
-176
| -33% | -$5.35K | ﹤0.01% | 664 |
|
|
2020
Q3 | $16K | Buy |
536
+265
| +98% | +$8.34K | ﹤0.01% | 482 |
|
|
2020
Q2 | $8K | Buy |
271
+44
| +19% | +$1.35K | ﹤0.01% | 531 |
|
|
2020
Q1 | $7K | Buy |
227
+8
| +4% | +$296 | ﹤0.01% | 473 |
|
|
2019
Q4 | $9K | Buy |
+219
| New | +$8.18K | ﹤0.01% | 496 |
|
|
2019
Q2 | – | Sell |
-2,591
| Closed | -$94K | – | 1147 |
|
|
2019
Q1 | $94K | Hold |
2,591
| – | – | 0.04% | 167 |
|
|
2018
Q4 | $81K | Hold |
2,591
| – | – | 0.04% | 155 |
|
|
2018
Q3 | $84K | Buy |
+2,591
| New | +$90.5K | 0.04% | 171 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | – | – | 779 |
|
|
2017
Q4 | $0 | Sell |
10
-398
| -98% | -$15.3K | ﹤0.01% | 700 |
|
|
2017
Q3 | $17K | Hold |
408
| – | – | 0.01% | 244 |
|
|
2017
Q2 | $16K | Buy |
408
+396
| +3,300% | +$15.9K | 0.01% | 253 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$507 | ﹤0.01% | 490 |
|