LeJeune Puetz Investment Counsel’s Enerplus Corporation ERF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,850
| Closed | -$171K | – | 178 |
|
|
2018
Q3 | $171K | Sell |
13,850
-2,500
| -15% | -$30.9K | 0.1% | 139 |
|
|
2018
Q2 | $206K | Hold |
16,350
| – | – | 0.13% | 126 |
|
|
2018
Q1 | $184K | Sell |
16,350
-1,000
| -6% | -$11.3K | 0.11% | 124 |
|
|
2017
Q4 | $170K | Sell |
17,350
-5,100
| -23% | -$50K | 0.1% | 128 |
|
|
2017
Q3 | $222K | Sell |
22,450
-10,925
| -33% | -$108K | 0.14% | 116 |
|
|
2017
Q2 | $271K | Sell |
33,375
-18,275
| -35% | -$148K | 0.18% | 111 |
|
|
2017
Q1 | $416K | Sell |
51,650
-3,750
| -7% | -$30.2K | 0.3% | 98 |
|
|
2016
Q4 | $525K | Buy |
+55,400
| New | +$525K | 0.4% | 84 |
|