Heritage Wealth Management (Ohio)’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
11,838
+377
+3% +$17.1K 0.17% 126
2025
Q1
$508K Buy
11,461
+17
+0.1% +$753 0.17% 131
2024
Q4
$486K Buy
11,444
+16
+0.1% +$679 0.16% 137
2024
Q3
$464K Sell
11,428
-227
-2% -$9.22K 0.15% 145
2024
Q2
$415K Buy
+11,655
New +$415K 0.14% 150