Octavia Wealth 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 | $252K | Sell |
5,564
-1,880
| -25% | -$85.2K | 0.03% | 191 |
|
|
2025
Q1 | $330K | Hold |
7,444
| – | – | 0.04% | 160 |
|
|
2024
Q4 | $316K | Sell |
7,444
-283
| -4% | -$12K | 0.04% | 156 |
|
|
2024
Q3 | $314K | Sell |
7,727
-308
| -4% | -$12.5K | 0.04% | 160 |
|
|
2024
Q2 | $286K | Buy |
8,035
+2,157
| +37% | +$76.8K | 0.04% | 171 |
|
|
2024
Q1 | $213K | Sell |
5,878
-2,340
| -28% | -$84.7K | 0.03% | 203 |
|
|
2023
Q4 | $296K | Sell |
8,218
-1,058
| -11% | -$38.1K | 0.05% | 173 |
|
|
2023
Q3 | $311K | Buy |
9,276
+1,983
| +27% | +$66.4K | 0.06% | 140 |
|
|
2023
Q2 | $271K | Buy |
7,293
+742
| +11% | +$27.6K | 0.06% | 152 |
|
|
2023
Q1 | $250K | Buy |
6,551
+16
| +0.2% | +$610 | 0.06% | 156 |
|
|
2022
Q4 | $256K | Sell |
6,535
-114
| -2% | -$4.46K | 0.06% | 154 |
|
|
2022
Q3 | $247K | Buy |
6,649
+43
| +0.7% | +$1.6K | 0.07% | 144 |
|
|
2022
Q2 | $280K | Sell |
6,606
-188
| -3% | -$7.97K | 0.07% | 131 |
|
|
2022
Q1 | $313K | Sell |
6,794
-859
| -11% | -$39.6K | 0.07% | 139 |
|
|
2021
Q4 | $299K | Buy |
7,653
+1,378
| +22% | +$53.8K | 0.06% | 149 |
|
|
2021
Q3 | $251K | Sell |
6,275
-1,288
| -17% | -$51.5K | 0.06% | 155 |
|
|
2021
Q2 | $303K | Buy |
7,563
+140
| +2% | +$5.61K | 0.08% | 131 |
|
|
2021
Q1 | $270K | Buy |
+7,423
| New | +$270K | 0.08% | 138 |
|