Holistic Planning’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
14,817
+2,840
| +24% | +$129K | 0.19% | 92 |
|
|
2025
Q1 | $530K | Sell |
11,977
-1,168
| -9% | -$51.7K | 0.18% | 99 |
|
|
2024
Q4 | $558K | Buy |
13,145
+547
| +4% | +$23.2K | 0.2% | 90 |
|
|
2024
Q3 | $512K | Buy |
12,598
+5,665
| +82% | +$230K | 0.22% | 83 |
|
|
2024
Q2 | $251K | Hold |
6,933
| – | – | 0.19% | 98 |
|
|
2024
Q1 | $251K | Sell |
6,933
-183
| -3% | -$6.62K | 0.19% | 98 |
|
|
2023
Q4 | $257K | Buy |
+7,116
| New | +$257K | 0.22% | 97 |
|