Icon Wealth Partners’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $502K | Sell |
15,111
-3,053
| -17% | -$101K | 0.06% | 171 |
|
|
2023
Q2 | $675K | Sell |
18,164
-46
| -0.3% | -$1.71K | 0.07% | 165 |
|
|
2023
Q1 | $695K | Buy |
+18,210
| New | +$695K | 0.08% | 164 |
|
|
2022
Q2 | $771K | Sell |
18,255
-413
| -2% | -$17.4K | 0.09% | 161 |
|
|
2022
Q1 | $860K | Buy |
18,668
+446
| +2% | +$20.5K | 0.09% | 162 |
|
|
2021
Q4 | $712K | Buy |
18,222
+36
| +0.2% | +$1.41K | 0.07% | 183 |
|
|
2021
Q3 | $724K | Sell |
18,186
-313
| -2% | -$12.5K | 0.08% | 184 |
|
|
2021
Q2 | $741K | Buy |
18,499
+876
| +5% | +$35.1K | 0.08% | 184 |
|
|
2021
Q1 | $641K | Buy |
17,623
+641
| +4% | +$23.3K | 0.08% | 180 |
|
|
2020
Q4 | $543K | Sell |
16,982
-1,637
| -9% | -$52.3K | 0.09% | 166 |
|
|
2020
Q3 | $544K | Buy |
18,619
+244
| +1% | +$7.13K | 0.11% | 135 |
|
|
2020
Q2 | $559K | Buy |
18,375
+463
| +3% | +$14.1K | 0.14% | 118 |
|
|
2020
Q1 | $521K | Buy |
17,912
+1,263
| +8% | +$36.7K | 0.21% | 59 |
|
|
2019
Q4 | $662K | Sell |
16,649
-875
| -5% | -$34.8K | 0.21% | 59 |
|
|
2019
Q3 | $615K | Buy |
17,524
+1,197
| +7% | +$42K | 0.21% | 58 |
|
|
2019
Q2 | $589K | Sell |
16,327
-1,128
| -6% | -$40.7K | 0.21% | 61 |
|
|
2019
Q1 | $633K | Sell |
17,455
-178
| -1% | -$6.46K | 0.24% | 57 |
|
|
2018
Q4 | $548K | Buy |
17,633
+12,120
| +220% | +$377K | 0.26% | 59 |
|
|
2018
Q3 | $178K | Sell |
5,513
-570
| -9% | -$18.4K | 0.07% | 183 |
|
|
2018
Q2 | $217K | Buy |
6,083
+1,877
| +45% | +$67K | 0.09% | 149 |
|
|
2018
Q1 | $132K | Buy |
4,206
+42
| +1% | +$1.32K | 0.07% | 216 |
|
|
2017
Q4 | $163K | Buy |
+4,164
| New | +$163K | 0.08% | 199 |
|