Ropes Wealth Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,274
| Closed | -$41K | – | 409 |
|
|
2020
Q4 | $41K | Sell |
1,274
-366
| -22% | -$11.8K | 0.01% | 407 |
|
|
2020
Q3 | $48K | Buy |
1,640
+366
| +29% | +$10.7K | 0.01% | 339 |
|
|
2020
Q2 | $39K | Sell |
1,274
-400
| -24% | -$12.2K | 0.01% | 330 |
|
|
2020
Q1 | $49K | Sell |
1,674
-58
| -3% | -$1.7K | 0.01% | 286 |
|
|
2019
Q4 | $69K | Hold |
1,732
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $61K | Buy |
1,732
+58
| +3% | +$2.04K | 0.01% | 321 |
|
|
2019
Q2 | $60K | Hold |
1,674
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $61K | Hold |
1,674
| – | – | 0.02% | 308 |
|
|
2018
Q4 | $52K | Buy |
1,674
+1,274
| +319% | +$39.6K | 0.02% | 307 |
|
|
2018
Q3 | $13K | Sell |
400
-1,099
| -73% | -$35.7K | ﹤0.01% | 439 |
|
|
2018
Q2 | $53K | Buy |
1,499
+984
| +191% | +$34.8K | 0.01% | 348 |
|
|
2018
Q1 | $16K | Hold |
515
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $20K | Buy |
515
+115
| +29% | +$4.47K | 0.01% | 437 |
|
|
2017
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $16K | Buy |
400
+66
| +20% | +$2.64K | ﹤0.01% | 414 |
|
|
2017
Q1 | $14K | Buy |
+334
| New | +$14K | ﹤0.01% | 429 |
|
|
2015
Q4 | – | Sell |
-2,050
| Closed | -$76K | – | 486 |
|
|
2015
Q3 | $76K | Buy |
+2,050
| New | +$76K | 0.04% | 215 |
|