Heritage Wealth Advisors’s Enbridge ENB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Hold	5,011	–	–	0.01%	194
2025 Q1	$222K	Hold	5,011	–	–	0.01%	188
2024 Q4	$213K	Hold	5,011	–	–	0.01%	197
2024 Q3	$203K	Hold	5,011	–	–	0.01%	210
2024 Q2	$178K	Sell	5,011 -492	-9%	-$17.5K	0.01%	211
2024 Q1	$199K	Hold	5,503	–	–	0.01%	210
2023 Q4	$198K	Sell	5,503 -344	-6%	-$12.4K	0.01%	213
2023 Q3	$194K	Hold	5,847	–	–	0.01%	205
2023 Q2	$217K	Hold	5,847	–	–	0.01%	199
2023 Q1	$223K	Sell	5,847 -344	-6%	-$13.1K	0.01%	191
2022 Q4	$242K	Hold	6,191	–	–	0.01%	191
2022 Q3	$230K	Hold	6,191	–	–	0.02%	188
2022 Q2	$262K	Hold	6,191	–	–	0.02%	172
2022 Q1	$285K	Hold	6,191	–	–	0.02%	162
2021 Q4	$242K	Hold	6,191	–	–	0.01%	192
2021 Q3	$246K	Hold	6,191	–	–	0.02%	181
2021 Q2	$248K	Hold	6,191	–	–	0.02%	186
2021 Q1	$225K	Sell	6,191 -334	-5%	-$12.2K	0.01%	194
2020 Q4	$209K	Hold	6,525	–	–	0.01%	191
2020 Q3	$191K	Buy	6,525 +334	+5%	+$9.75K	0.02%	153
2020 Q2	$188K	Hold	6,191	–	–	0.03%	146
2020 Q1	$180K	Sell	6,191 -3	-0%	-$87	0.03%	140
2019 Q4	$246K	Buy	6,194 +691	+13%	+$27.5K	0.03%	146
2019 Q3	$193K	Sell	5,503 -599	-10%	-$21K	0.03%	158
2019 Q2	$220K	Hold	6,102	–	–	0.03%	136
2019 Q1	$221K	Buy	6,102 +599	+11%	+$21.7K	0.04%	123
2018 Q4	$171K	Hold	5,503	–	–	0.03%	129
2018 Q3	$177K	Sell	5,503 -84	-2%	-$2.7K	0.03%	127
2018 Q2	$200K	Buy	+5,587	New	+$200K	0.07%	115