Institutional & Family Asset Management’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$15K Hold
422
﹤0.01% 376
2024
Q1
$15.3K Hold
422
﹤0.01% 356
2023
Q4
$15.2K Buy
422
+6
+1% +$202 ﹤0.01% 342
2023
Q3
$13.8K Buy
416
+36
+9% +$1.28K ﹤0.01% 341
2023
Q2
$14.1K Hold
380
﹤0.01% 350
2023
Q1
$14.5K Sell
380
-10
-3% -$392 ﹤0.01% 342
2022
Q4
$15.2K Buy
390
+15
+4% +$587 ﹤0.01% 330
2022
Q3
$14K Buy
375
+61
+19% +$2.57K ﹤0.01% 344
2022
Q2
$13K Sell
314
-31
-9% -$1.38K ﹤0.01% 356
2022
Q1
$16K Buy
345
+43
+14% +$1.84K ﹤0.01% 382
2021
Q4
$12K Buy
302
+67
+29% +$2.69K ﹤0.01% 417
2021
Q3
$9K Sell
235
-13
-5% -$513 ﹤0.01% 560
2021
Q2
$10K Buy
248
+97
+64% +$3.75K ﹤0.01% 588
2021
Q1
$5K Sell
151
-1,351
-90% -$47.5K ﹤0.01% 682
2020
Q4
$48K Sell
1,502
-48
-3% -$1.46K 0.01% 331
2020
Q3
$45K Sell
1,550
-190
-11% -$5.98K 0.01% 294
2020
Q2
$53K Hold
1,740
0.01% 297
2020
Q1
$51K Hold
1,740
0.01% 272
2019
Q4
$69K Sell
1,740
-93
-5% -$3.47K 0.01% 289
2019
Q3
$64K Sell
1,833
-330
-15% -$11.4K 0.01% 270
2019
Q2
$78K Buy
2,163
+158
+8% +$5.75K 0.02% 261
2019
Q1
$73K Sell
2,005
-727
-27% -$26.2K 0.02% 278
2018
Q4
$85K Buy
2,732
+2,460
+904% +$79.1K 0.02% 253
2018
Q3
$9K Hold
272
﹤0.01% 539
2018
Q2
$10K Sell
272
-2,545
-90% -$80.6K ﹤0.01% 526
2018
Q1
$89K Buy
+2,817
New +$98.6K 0.02% 263

Other funds holding ENB

Institutional & Family Asset Management's ENB Position: Q2 2024 in Review

Institutional & Family Asset Management held its Enbridge (ENB) position steady in Q2 2024 at 422 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Institutional & Family Asset Management first reported a position in ENB in Q1 2018 and has held it in 26 quarters since. The position peaked at $89K in Q1 2018. 1,236 funds tracked by Wall St. Rank hold ENB as of Q2 2024.

  • Institutional & Family Asset Management held 422 shares of Enbridge worth $15K as of Q2 2024.
  • Institutional & Family Asset Management left its Enbridge share count unchanged in Q2 2024.
  • Enbridge made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #376 holding.
  • Institutional & Family Asset Management first reported a position in Enbridge in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Enbridge position peaked at $89K in Q1 2018.
  • 1,236 funds tracked by Wall St. Rank held Enbridge as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.