Kellett Wealth Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
13,546
+2,500
| +23% | +$113K | 0.4% | 34 |
|
|
2025
Q1 | $489K | Sell |
11,046
-550
| -5% | -$24.4K | 0.34% | 34 |
|
|
2024
Q4 | $492K | Sell |
11,596
-950
| -8% | -$40.3K | 0.34% | 32 |
|
|
2024
Q3 | $509K | Buy |
12,546
+3,000
| +31% | +$122K | 0.36% | 30 |
|
|
2024
Q2 | $340K | Hold |
9,546
| – | – | 0.27% | 40 |
|
|
2024
Q1 | $345K | Hold |
9,546
| – | – | 0.24% | 55 |
|
|
2023
Q4 | $344K | Buy |
9,546
+1,618
| +20% | +$58.3K | 0.26% | 50 |
|
|
2023
Q3 | $266K | Sell |
7,928
-2,618
| -25% | -$87.8K | 0.23% | 54 |
|
|
2023
Q2 | $392K | Buy |
10,546
+1,078
| +11% | +$40K | 0.36% | 30 |
|
|
2023
Q1 | $361K | Sell |
9,468
-1,000
| -10% | -$38.2K | 0.35% | 31 |
|
|
2022
Q4 | $409K | Buy |
10,468
+1,000
| +11% | +$39.1K | 0.4% | 29 |
|
|
2022
Q3 | $369K | Sell |
9,468
-1,293
| -12% | -$50.4K | 0.45% | 28 |
|
|
2022
Q2 | $455K | Buy |
10,761
+200
| +2% | +$8.46K | 0.59% | 25 |
|
|
2022
Q1 | $487K | Buy |
10,561
+871
| +9% | +$40.2K | 0.38% | 29 |
|
|
2021
Q4 | $379K | Buy |
+9,690
| New | +$379K | 0.29% | 34 |
|