PWM
EEP

Perigon Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Perigon Wealth Management’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,250
Closed -$12K – 683
2018
Q1 		$12K Hold
1,250
– – ﹤0.01% 499
2017
Q4 		$17K Hold
1,250
– – 0.01% 433
2017
Q3 		$20K Buy
+1,250
New +$20K 0.01% 450