Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,600
| Closed | -$30K | – | 605 |
|
|
2017
Q1 | $30K | Hold |
1,600
| – | – | 0.01% | 373 |
|
|
2016
Q4 | $41K | Hold |
1,600
| – | – | 0.01% | 339 |
|
|
2016
Q3 | $41K | Hold |
1,600
| – | – | 0.01% | 296 |
|
|
2016
Q2 | $37K | Hold |
1,600
| – | – | 0.01% | 291 |
|
|
2016
Q1 | $29K | Hold |
1,600
| – | – | 0.01% | 258 |
|
|
2015
Q4 | $37K | Hold |
1,600
| – | – | 0.02% | 263 |
|
|
2015
Q3 | $40K | Hold |
1,600
| – | – | 0.02% | 276 |
|
|
2015
Q2 | $53K | Hold |
1,600
| – | – | 0.03% | 193 |
|
|
2015
Q1 | $58K | Buy |
+1,600
| New | +$58K | 0.03% | 183 |
|