Mark Sheptoff Financial Planning’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Hold |
500
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $22.2K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $21.2K | Hold |
500
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $20.3K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $17.8K | Hold |
500
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $18.1K | Sell |
500
-300
| -38% | -$10.9K | 0.01% | 245 |
|
|
2023
Q4 | $28.8K | Hold |
800
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $26.6K | Sell |
800
-300
| -27% | -$9.96K | 0.02% | 191 |
|
|
2023
Q2 | $40.9K | Sell |
1,100
-1,300
| -54% | -$48.3K | 0.02% | 175 |
|
|
2023
Q1 | $91.6K | Hold |
2,400
| – | – | 0.05% | 119 |
|
|
2022
Q4 | $93.8K | Hold |
2,400
| – | – | 0.06% | 114 |
|
|
2022
Q3 | $89K | Hold |
2,400
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $101K | Hold |
2,400
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $111K | Sell |
2,400
-600
| -20% | -$27.8K | 0.06% | 130 |
|
|
2021
Q4 | $117K | Buy |
3,000
+200
| +7% | +$7.8K | 0.06% | 129 |
|
|
2021
Q3 | $111K | Sell |
2,800
-1,000
| -26% | -$39.6K | 0.06% | 132 |
|
|
2021
Q2 | $152K | Buy |
3,800
+3,400
| +850% | +$136K | 0.08% | 118 |
|
|
2021
Q1 | $15K | Buy |
+400
| New | +$15K | 0.01% | 258 |
|
|
2020
Q1 | – | Sell |
-796
| Closed | -$32K | – | 355 |
|
|
2019
Q4 | $32K | Sell |
796
-300
| -27% | -$12.1K | 0.02% | 179 |
|
|
2019
Q3 | $38K | Hold |
1,096
| – | – | 0.03% | 163 |
|
|
2019
Q2 | $40K | Sell |
1,096
-300
| -21% | -$10.9K | 0.03% | 170 |
|
|
2019
Q1 | $51K | Sell |
1,396
-6
| -0.4% | -$219 | 0.04% | 149 |
|
|
2018
Q4 | $44K | Buy |
1,402
+6
| +0.4% | +$188 | 0.04% | 144 |
|
|
2018
Q3 | $45K | Buy |
1,396
+1,096
| +365% | +$35.3K | 0.03% | 171 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | 0.01% | 269 |
|
|
2018
Q1 | $9K | Buy |
+300
| New | +$9K | 0.01% | 295 |
|
|
2017
Q3 | – | Sell |
-941
| Closed | -$37K | – | 375 |
|
|
2017
Q2 | $37K | Sell |
941
-2,953
| -76% | -$116K | 0.03% | 191 |
|
|
2017
Q1 | $163K | Buy |
+3,894
| New | +$163K | 0.12% | 118 |
|