Optimum Investment Advisors’s Enerplus Corporation ERF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,975
| Closed | -$31K | – | 1035 |
|
|
2018
Q4 | $31K | Sell |
3,975
-440
| -10% | -$3.43K | 0.01% | 563 |
|
|
2018
Q3 | $54K | Hold |
4,415
| – | – | 0.01% | 516 |
|
|
2018
Q2 | $56K | Hold |
4,415
| – | – | 0.02% | 511 |
|
|
2018
Q1 | $50K | Buy |
+4,415
| New | +$50K | 0.01% | 522 |
|
|
2015
Q1 | $65K | Sell |
6,405
-3,820
| -37% | -$38.8K | 0.02% | 456 |
|
|
2014
Q4 | $98K | Hold |
10,225
| – | – | 0.03% | 374 |
|
|
2014
Q3 | $194K | Buy |
10,225
+9,077
| +791% | +$172K | 0.06% | 261 |
|
|
2014
Q2 | $29K | Hold |
1,148
| – | – | 0.01% | 596 |
|
|
2014
Q1 | $23K | Hold |
1,148
| – | – | 0.01% | 495 |
|
|
2013
Q4 | $21K | Sell |
1,148
-2,317
| -67% | -$42.4K | 0.01% | 513 |
|
|
2013
Q3 | $57K | Buy |
+3,465
| New | +$57K | 0.02% | 357 |
|