Institute for Wealth Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,476
| Closed | -$532K | – | 419 |
|
|
2020
Q2 | $532K | Buy |
17,476
+9,382
| +116% | +$286K | 0.13% | 218 |
|
|
2020
Q1 | $235K | Buy |
8,094
+2,359
| +41% | +$68.5K | 0.07% | 328 |
|
|
2019
Q4 | $228K | Buy |
+5,735
| New | +$228K | 0.05% | 399 |
|
|
2019
Q3 | – | Sell |
-5,933
| Closed | -$214K | – | 437 |
|
|
2019
Q2 | $214K | Sell |
5,933
-48
| -0.8% | -$1.73K | 0.05% | 419 |
|
|
2019
Q1 | $217K | Buy |
+5,981
| New | +$217K | 0.05% | 398 |
|