Harbor Investment Advisory’s Enerplus Corporation ERF Stock Holding History

Harbor Investment Advisory’s Portfolio ERF Stock Details ERF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-150	Closed	-$2.95K	–	1475
2024 Q1	$2.95K	Hold	150	–	–	﹤0.01%	1043
2023 Q4	$2.3K	Hold	150	–	–	﹤0.01%	1032
2023 Q3	$2.65K	Hold	150	–	–	﹤0.01%	1005
2023 Q2	$2.17K	Hold	150	–	–	﹤0.01%	1206
2023 Q1	$2.16K	Hold	150	–	–	﹤0.01%	1210
2022 Q4	$2.65K	Hold	150	–	–	﹤0.01%	1180
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	1250
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	1269
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	1274
2021 Q4	$2K	Buy	+150	New	+$1.46K	﹤0.01%	1245

Other funds holding ERF

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Harbor Investment Advisory's ERF Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 150 shares — an estimated $2.95K sold.

Harbor Investment Advisory first reported a position in ERF in Q4 2021 and held it in 10 quarters. The position peaked at $2.95K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

Harbor Investment Advisory reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 150 Enerplus Corporation shares in Q2 2024, an estimated $2.95K.
Harbor Investment Advisory first reported a position in Enerplus Corporation in Q4 2021 and held it in 10 quarters.
Harbor Investment Advisory's Enerplus Corporation position peaked at $2.95K in Q1 2024.
4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.