Kingswood 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 | $498K | Sell |
10,985
-640
| -6% | -$29K | 0.04% | 415 |
|
2025
Q1 | $515K | Sell |
11,625
-84
| -0.7% | -$3.72K | 0.05% | 386 |
|
2024
Q4 | $497K | Sell |
11,709
-2,989
| -20% | -$127K | 0.04% | 442 |
|
2024
Q3 | $597K | Buy |
14,698
+5,219
| +55% | +$212K | 0.04% | 411 |
|
2024
Q2 | $337K | Buy |
9,479
+2,407
| +34% | +$85.7K | 0.03% | 486 |
|
2024
Q1 | $256K | Sell |
7,072
-1,330
| -16% | -$48.1K | 0.03% | 531 |
|
2023
Q4 | $303K | Buy |
+8,402
| New | +$303K | 0.03% | 473 |
|