Leonard Rickey Investment Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,700
| Closed | -$256K | – | 72 |
|
|
2023
Q1 | $256K | Sell |
6,700
-3,462
| -34% | -$132K | 0.1% | 57 |
|
|
2022
Q4 | $397K | Buy |
10,162
+300
| +3% | +$11.7K | 0.17% | 45 |
|
|
2022
Q3 | $366K | Buy |
9,862
+59
| +0.6% | +$2.19K | 0.17% | 44 |
|
|
2022
Q2 | $414K | Buy |
9,803
+169
| +2% | +$7.14K | 0.18% | 44 |
|
|
2022
Q1 | $444K | Buy |
9,634
+256
| +3% | +$11.8K | 0.17% | 46 |
|
|
2021
Q4 | $366K | Buy |
9,378
+11
| +0.1% | +$429 | 0.13% | 51 |
|
|
2021
Q3 | $373K | Buy |
9,367
+250
| +3% | +$9.96K | 0.16% | 50 |
|
|
2021
Q2 | $353K | Sell |
9,117
-95
| -1% | -$3.68K | 0.15% | 50 |
|
|
2021
Q1 | $335K | Buy |
9,212
+924
| +11% | +$33.6K | 0.13% | 49 |
|
|
2020
Q4 | $265K | Buy |
+8,288
| New | +$265K | 0.12% | 53 |
|