OneDigital Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,477
| Closed | -$225K | – | 1342 |
|
|
2018
Q3 | $225K | Sell |
20,477
-555
| -3% | -$6.1K | 0.05% | 161 |
|
|
2018
Q2 | $230K | Buy |
21,032
+5,200
| +33% | +$56.9K | 0.05% | 191 |
|
|
2018
Q1 | $153K | Buy |
15,832
+5,000
| +46% | +$48.3K | 0.03% | 266 |
|
|
2017
Q4 | $149K | Buy |
10,832
+10,000
| +1,202% | +$138K | 0.02% | 264 |
|
|
2017
Q3 | $13K | Sell |
832
-7,000
| -89% | -$109K | ﹤0.01% | 778 |
|
|
2017
Q2 | $125K | Buy |
+7,832
| New | +$125K | 0.04% | 269 |
|