Mount Yale Investment 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 | $165K | Buy |
+3,635
| New | +$165K | 0.01% | 573 |
|
|
2020
Q2 | – | Sell |
-9,699
| Closed | -$282K | – | 341 |
|
|
2020
Q1 | $282K | Sell |
9,699
-4,823
| -33% | -$140K | 0.06% | 237 |
|
|
2019
Q4 | $591K | Sell |
14,522
-1,692
| -10% | -$68.9K | 0.1% | 167 |
|
|
2019
Q3 | $620K | Buy |
16,214
+430
| +3% | +$16.4K | 0.11% | 159 |
|
|
2019
Q2 | $529K | Sell |
15,784
-147
| -0.9% | -$4.93K | 0.1% | 173 |
|
|
2019
Q1 | $578K | Sell |
15,931
-346
| -2% | -$12.6K | 0.11% | 152 |
|
|
2018
Q4 | $591K | Sell |
16,277
-186
| -1% | -$6.75K | 0.12% | 150 |
|
|
2018
Q3 | $546K | Buy |
16,463
+807
| +5% | +$26.8K | 0.1% | 160 |
|
|
2018
Q2 | $559K | Sell |
15,656
-57
| -0.4% | -$2.04K | 0.11% | 158 |
|
|
2018
Q1 | $494K | Buy |
+15,713
| New | +$494K | 0.11% | 173 |
|