Mark Sheptoff Financial Planning’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-700
| Closed | -$13K | – | 384 |
|
|
2016
Q1 | $13K | Hold |
700
| – | – | 0.01% | 237 |
|
|
2015
Q4 | $16K | Sell |
700
-1,050
| -60% | -$24K | 0.01% | 239 |
|
|
2015
Q3 | $43K | Sell |
1,750
-2,000
| -53% | -$49.1K | 0.04% | 169 |
|
|
2015
Q2 | $125K | Sell |
3,750
-300
| -7% | -$10K | 0.1% | 128 |
|
|
2015
Q1 | $146K | Hold |
4,050
| – | – | 0.12% | 115 |
|
|
2014
Q4 | $162K | Sell |
4,050
-3,000
| -43% | -$120K | 0.14% | 102 |
|
|
2014
Q3 | $274K | Buy |
7,050
+1,000
| +17% | +$38.9K | 0.24% | 88 |
|
|
2014
Q2 | $223K | Hold |
6,050
| – | – | 0.19% | 95 |
|
|
2014
Q1 | $166K | Buy |
+6,050
| New | +$166K | 0.15% | 109 |
|