SWA
Sutton Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.01K | Sell |
60
-78
| -57% | -$2.62K | ﹤0.01% | 722 |
|
|
2023
Q2 | $5.13K | Hold |
138
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $5.27K | Sell |
138
-2,789
| -95% | -$106K | ﹤0.01% | 511 |
|
|
2022
Q4 | $114K | Hold |
2,927
| – | – | 0.04% | 233 |
|
|
2022
Q3 | $109K | Hold |
2,927
| – | – | 0.04% | 238 |
|
|
2022
Q2 | $124K | Hold |
2,927
| – | – | 0.05% | 215 |
|
|
2022
Q1 | $135K | Hold |
2,927
| – | – | 0.05% | 214 |
|
|
2021
Q4 | $114K | Hold |
2,927
| – | – | 0.04% | 236 |
|
|
2021
Q3 | $116K | Sell |
2,927
-34
| -1% | -$1.35K | 0.04% | 234 |
|
|
2021
Q2 | $119K | Hold |
2,961
| – | – | 0.04% | 230 |
|
|
2021
Q1 | $108K | Hold |
2,961
| – | – | 0.04% | 231 |
|
|
2020
Q4 | $94.7K | Sell |
2,961
-53
| -2% | -$1.7K | 0.04% | 232 |
|
|
2020
Q3 | $88K | Hold |
3,014
| – | – | 0.04% | 226 |
|
|
2020
Q2 | $91.7K | Sell |
3,014
-376
| -11% | -$11.4K | 0.05% | 217 |
|
|
2020
Q1 | $98.6K | Hold |
3,390
| – | – | 0.06% | 196 |
|
|
2019
Q4 | $135K | Hold |
3,390
| – | – | 0.07% | 189 |
|
|
2019
Q3 | $119K | Hold |
3,390
| – | – | 0.07% | 191 |
|
|
2019
Q2 | $122K | Hold |
3,390
| – | – | 0.07% | 189 |
|
|
2019
Q1 | $123K | Hold |
3,390
| – | – | 0.07% | 184 |
|
|
2018
Q4 | $105K | Buy |
3,390
+376
| +12% | +$11.7K | 0.07% | 186 |
|
|
2018
Q3 | $97.3K | Hold |
3,014
| – | – | 0.06% | 203 |
|
|
2018
Q2 | $108K | Sell |
3,014
-62
| -2% | -$2.21K | 0.07% | 189 |
|
|
2018
Q1 | $96.8K | Buy |
3,076
+49
| +2% | +$1.54K | 0.07% | 201 |
|
|
2017
Q4 | $118K | Hold |
3,027
| – | – | 0.09% | 180 |
|
|
2017
Q3 | $127K | Sell |
3,027
-15
| -0.5% | -$628 | 0.1% | 171 |
|
|
2017
Q2 | $121K | Sell |
3,042
-104
| -3% | -$4.14K | 0.1% | 177 |
|
|
2017
Q1 | $132K | Buy |
+3,146
| New | +$132K | 0.11% | 155 |
|