Sugarloaf Wealth Management’s Enerplus Corporation ERF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,661
| Closed | -$38.5K | – | 720 |
|
|
2023
Q2 | $38.5K | Buy |
+2,661
| New | +$38.5K | 0.01% | 321 |
|
|
2023
Q1 | – | Sell |
-984
| Closed | -$17.4K | – | 792 |
|
|
2022
Q4 | $17.4K | Buy |
+984
| New | +$17.4K | ﹤0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-1,131
| Closed | -$15K | – | 865 |
|
|
2022
Q2 | $15K | Sell |
1,131
-1,161
| -51% | -$15.4K | ﹤0.01% | 453 |
|
|
2022
Q1 | $29K | Buy |
2,292
+830
| +57% | +$10.5K | 0.01% | 352 |
|
|
2021
Q4 | $15K | Buy |
1,462
+758
| +108% | +$7.78K | ﹤0.01% | 467 |
|
|
2021
Q3 | $6K | Buy |
+704
| New | +$6K | ﹤0.01% | 594 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$1K | – | 751 |
|
|
2020
Q3 | $1K | Sell |
300
-450
| -60% | -$1.5K | ﹤0.01% | 655 |
|
|
2020
Q2 | $2K | Sell |
750
-500
| -40% | -$1.33K | ﹤0.01% | 622 |
|
|
2020
Q1 | $2K | Buy |
1,250
+500
| +67% | +$800 | ﹤0.01% | 624 |
|
|
2019
Q4 | $5K | Buy |
+750
| New | +$5K | ﹤0.01% | 559 |
|