Steward Partners Investment Advisory’s Enerplus Corporation ERF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,216
| Closed | -$63.2K | – | 3743 |
|
|
2024
Q1 | $63.2K | Buy |
3,216
+1,208
| +60% | +$23.7K | ﹤0.01% | 1987 |
|
|
2023
Q4 | $30.8K | Hold |
2,008
| – | – | ﹤0.01% | 2184 |
|
|
2023
Q3 | $35.4K | Buy |
2,008
+2,000
| +25,000% | +$35.3K | ﹤0.01% | 2066 |
|
|
2023
Q2 | $116 | Hold |
8
| – | – | ﹤0.01% | 3262 |
|
|
2023
Q1 | $115 | Hold |
8
| – | – | ﹤0.01% | 3256 |
|
|
2022
Q4 | $141 | Hold |
8
| – | – | ﹤0.01% | 3278 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3432 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 3416 |
|
|
2022
Q1 | $0 | Sell |
8
-52
| -87% | – | ﹤0.01% | 3411 |
|
|
2021
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 3143 |
|
|
2021
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 3383 |
|
|
2021
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 7469 |
|
|
2021
Q1 | $301 | Sell |
60
-98
| -62% | -$492 | ﹤0.01% | 3363 |
|
|
2020
Q4 | $0 | Hold |
158
| – | – | ﹤0.01% | 3019 |
|
|
2020
Q3 | $0 | Hold |
158
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q2 | $0 | Hold |
158
| – | – | ﹤0.01% | 2772 |
|
|
2020
Q1 | $0 | Hold |
158
| – | – | ﹤0.01% | 2744 |
|
|
2019
Q4 | $1K | Hold |
158
| – | – | ﹤0.01% | 2550 |
|
|
2019
Q3 | $1K | Hold |
158
| – | – | ﹤0.01% | 2568 |
|
|
2019
Q2 | $1K | Buy |
+158
| New | +$1K | ﹤0.01% | 2569 |
|
|
2018
Q4 | – | Sell |
-158
| Closed | -$2K | – | 2276 |
|
|
2018
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 2427 |
|
|
2018
Q2 | $2K | Hold |
158
| – | – | ﹤0.01% | 2276 |
|
|
2018
Q1 | $1K | Buy |
+158
| New | +$1K | ﹤0.01% | 2177 |
|