SWM
Selective Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-449
| Closed | -$17K | – | 285 |
|
|
2022
Q3 | $17K | Hold |
449
| – | – | 0.01% | 444 |
|
|
2022
Q2 | $19K | Hold |
449
| – | – | 0.01% | 470 |
|
|
2022
Q1 | $21K | Buy |
449
+202
| +82% | +$9.45K | 0.01% | 433 |
|
|
2021
Q4 | $10K | Hold |
247
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $10K | Hold |
247
| – | – | 0.01% | 432 |
|
|
2021
Q2 | $10K | Sell |
247
-637
| -72% | -$25.8K | 0.01% | 346 |
|
|
2021
Q1 | $32K | Buy |
884
+505
| +133% | +$18.3K | 0.03% | 156 |
|
|
2020
Q4 | $12K | Buy |
379
+129
| +52% | +$4.08K | 0.01% | 224 |
|
|
2020
Q3 | $7K | Sell |
250
-78
| -24% | -$2.18K | 0.01% | 221 |
|
|
2020
Q2 | $10K | Buy |
328
+250
| +321% | +$7.62K | 0.01% | 238 |
|
|
2020
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $3K | Sell |
78
-445
| -85% | -$17.1K | ﹤0.01% | 256 |
|
|
2019
Q3 | $19K | Buy |
+523
| New | +$19K | 0.03% | 124 |
|