Souders Financial Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,941
| Closed | -$201K | – | 180 |
|
|
2024
Q3 | $201K | Buy |
+4,941
| New | +$201K | 0.03% | 169 |
|
|
2022
Q3 | – | Sell |
-4,884
| Closed | -$206K | – | 150 |
|
|
2022
Q2 | $206K | Sell |
4,884
-126
| -3% | -$5.31K | 0.06% | 132 |
|
|
2022
Q1 | $231K | Buy |
+5,010
| New | +$231K | 0.07% | 130 |
|
|
2021
Q1 | – | Sell |
-6,685
| Closed | -$214K | – | 127 |
|
|
2020
Q4 | $214K | Sell |
6,685
-1,391
| -17% | -$44.5K | 0.09% | 103 |
|
|
2020
Q3 | $246K | Sell |
8,076
-1,653
| -17% | -$50.4K | 0.12% | 93 |
|
|
2020
Q2 | $296K | Sell |
9,729
-36,212
| -79% | -$1.1M | 0.17% | 82 |
|
|
2020
Q1 | $1.34M | Buy |
+45,941
| New | +$1.34M | 1.18% | 21 |
|