SVWAG
Sound View Wealth Advisors Group’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
5,232
-72
| -1% | -$3.26K | 0.02% | 379 |
|
|
2025
Q1 | $235K | Buy |
5,304
+243
| +5% | +$10.8K | 0.02% | 372 |
|
|
2024
Q4 | $215K | Sell |
5,061
-780
| -13% | -$33.1K | 0.02% | 390 |
|
|
2024
Q3 | $237K | Buy |
+5,841
| New | +$237K | 0.02% | 375 |
|
|
2024
Q2 | – | Sell |
-5,541
| Closed | -$200K | – | 362 |
|
|
2024
Q1 | $200K | Sell |
5,541
-1,839
| -25% | -$66.5K | 0.02% | 363 |
|
|
2023
Q4 | $266K | Sell |
7,380
-724
| -9% | -$26.1K | 0.03% | 326 |
|
|
2023
Q3 | $272K | Sell |
8,104
-1,140
| -12% | -$38.2K | 0.03% | 304 |
|
|
2023
Q2 | $343K | Sell |
9,244
-1,098
| -11% | -$40.8K | 0.05% | 270 |
|
|
2023
Q1 | $395K | Buy |
10,342
+2,962
| +40% | +$113K | 0.05% | 251 |
|
|
2022
Q4 | $266K | Buy |
7,380
+768
| +12% | +$27.7K | 0.03% | 326 |
|
|
2022
Q3 | $245K | Sell |
6,612
-1,379
| -17% | -$51.1K | 0.05% | 236 |
|
|
2022
Q2 | $338K | Sell |
7,991
-73
| -0.9% | -$3.09K | 0.07% | 206 |
|
|
2022
Q1 | $372K | Buy |
8,064
+56
| +0.7% | +$2.58K | 0.07% | 206 |
|
|
2021
Q4 | $313K | Sell |
8,008
-235
| -3% | -$9.19K | 0.06% | 232 |
|
|
2021
Q3 | $328K | Sell |
8,243
-2,095
| -20% | -$83.4K | 0.07% | 220 |
|
|
2021
Q2 | $414K | Buy |
10,338
+869
| +9% | +$34.8K | 0.09% | 193 |
|
|
2021
Q1 | $345K | Buy |
9,469
+81
| +0.9% | +$2.95K | 0.08% | 197 |
|
|
2020
Q4 | $300K | Buy |
9,388
+1,236
| +15% | +$39.5K | 0.07% | 200 |
|
|
2020
Q3 | $238K | Sell |
8,152
-32
| -0.4% | -$934 | 0.06% | 222 |
|
|
2020
Q2 | $249K | Buy |
8,184
+688
| +9% | +$20.9K | 0.07% | 205 |
|
|
2020
Q1 | $218K | Sell |
7,496
-282
| -4% | -$8.2K | 0.08% | 197 |
|
|
2019
Q4 | $309K | Sell |
7,778
-236
| -3% | -$9.38K | 0.09% | 184 |
|
|
2019
Q3 | $281K | Hold |
8,014
| – | – | 0.08% | 197 |
|
|
2019
Q2 | $289K | Buy |
+8,014
| New | +$289K | 0.09% | 201 |
|