Sargent Bickham Lagudis’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
Q4 | – | Sell |
-300
| Closed | -$5K | – | 860 |
|
|
2017
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 702 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2017
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 651 |
|
|
2016
Q4 | $8K | Sell |
300
-781
| -72% | -$20.8K | ﹤0.01% | 591 |
|
|
2016
Q3 | $27 | Buy |
1,081
+300
| +38% | +$7 | ﹤0.01% | 444 |
|
|
2016
Q2 | $18K | Hold |
781
| – | – | ﹤0.01% | 478 |
|
|
2016
Q1 | $14K | Buy |
+781
| New | +$14K | ﹤0.01% | 529 |
|