Peak Financial Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,486
| Closed | -$207K | – | 72 |
|
|
2022
Q1 | $207K | Buy |
+4,486
| New | +$207K | 0.07% | 72 |
|
|
2020
Q3 | – | Sell |
-7,956
| Closed | -$242K | – | 60 |
|
|
2020
Q2 | $242K | Buy |
7,956
+37
| +0.5% | +$1.13K | 0.11% | 52 |
|
|
2020
Q1 | $230K | Buy |
7,919
+86
| +1% | +$2.5K | 0.12% | 50 |
|
|
2019
Q4 | $312K | Hold |
7,833
| – | – | 0.13% | 49 |
|
|
2019
Q3 | $275K | Hold |
7,833
| – | – | 0.12% | 51 |
|
|
2019
Q2 | $283K | Hold |
7,833
| – | – | 0.13% | 51 |
|
|
2019
Q1 | $284K | Hold |
7,833
| – | – | 0.13% | 50 |
|
|
2018
Q4 | $243K | Sell |
7,833
-2,409
| -24% | -$74.7K | 0.12% | 50 |
|
|
2018
Q3 | $331K | Buy |
10,242
+267
| +3% | +$8.63K | 0.15% | 43 |
|
|
2018
Q2 | $356K | Hold |
9,975
| – | – | 0.16% | 42 |
|
|
2018
Q1 | $314K | Sell |
9,975
-3,805
| -28% | -$120K | 0.15% | 41 |
|
|
2017
Q4 | $539K | Buy |
+13,780
| New | +$539K | 0.2% | 33 |
|