MCIA
Mountain Capital Investment Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,223
| Closed | -$790K | – | 53 |
|
|
2023
Q4 | $790K | Sell |
21,223
-747
| -3% | -$27.8K | 0.27% | 33 |
|
|
2023
Q3 | $734K | Sell |
21,970
-19,480
| -47% | -$651K | 0.28% | 35 |
|
|
2023
Q2 | $1.56M | Sell |
41,450
-12,015
| -22% | -$453K | 0.59% | 31 |
|
|
2023
Q1 | $2.14M | Sell |
53,465
-2,923
| -5% | -$117K | 0.94% | 31 |
|
|
2022
Q4 | $2.31M | Buy |
56,388
+12,454
| +28% | +$510K | 1.05% | 28 |
|
|
2022
Q3 | $1.64M | Buy |
43,934
+1,898
| +5% | +$70.8K | 0.86% | 35 |
|
|
2022
Q2 | $1.77M | Sell |
42,036
-244
| -0.6% | -$10.3K | 0.88% | 31 |
|
|
2022
Q1 | $1.95M | Buy |
42,280
+771
| +2% | +$35.5K | 0.92% | 27 |
|
|
2021
Q4 | $1.72M | Buy |
41,509
+9,173
| +28% | +$379K | 0.78% | 38 |
|
|
2021
Q3 | $1.34M | Buy |
32,336
+501
| +2% | +$20.7K | 0.71% | 41 |
|
|
2021
Q2 | $1.27M | Sell |
31,835
-3,967
| -11% | -$158K | 0.59% | 42 |
|
|
2021
Q1 | $1.32M | Buy |
35,802
+4,578
| +15% | +$168K | 0.66% | 45 |
|
|
2020
Q4 | $1.04M | Sell |
31,224
-1,736
| -5% | -$57.7K | 0.63% | 47 |
|
|
2020
Q3 | $978K | Buy |
+32,960
| New | +$978K | 0.63% | 61 |
|
|
2017
Q4 | – | Sell |
-632
| Closed | -$26K | – | 146 |
|
|
2017
Q3 | $26K | Hold |
632
| – | – | 0.02% | 159 |
|
|
2017
Q2 | $25K | Buy |
+632
| New | +$25K | 0.02% | 183 |
|