SVA Wealth Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,616
| Closed | -$382K | – | 197 |
|
|
2019
Q4 | $382K | Sell |
9,616
-603
| -6% | -$24K | 0.04% | 167 |
|
|
2019
Q3 | $358K | Sell |
10,219
-2,486
| -20% | -$87.1K | 0.04% | 165 |
|
|
2019
Q2 | $458K | Sell |
12,705
-5,898
| -32% | -$213K | 0.05% | 155 |
|
|
2019
Q1 | $675K | Buy |
18,603
+1,000
| +6% | +$36.3K | 0.07% | 138 |
|
|
2018
Q4 | $547K | Sell |
17,603
-495
| -3% | -$15.4K | 0.06% | 142 |
|
|
2018
Q3 | $584K | Buy |
18,098
+531
| +3% | +$17.1K | 0.06% | 149 |
|
|
2018
Q2 | $627K | Sell |
17,567
-36,162
| -67% | -$1.29M | 0.07% | 137 |
|
|
2018
Q1 | $2.25M | Buy |
53,729
+2,779
| +5% | +$116K | 0.28% | 85 |
|
|
2017
Q4 | $1.99M | Sell |
50,950
-2,779
| -5% | -$109K | 0.23% | 93 |
|
|
2017
Q3 | $2.25M | Sell |
53,729
-542
| -1% | -$22.7K | 0.28% | 85 |
|
|
2017
Q2 | $2.16M | Buy |
54,271
+1,807
| +3% | +$72K | 0.28% | 84 |
|
|
2017
Q1 | $2.2M | Buy |
52,464
+13,152
| +33% | +$550K | 0.3% | 81 |
|
|
2016
Q4 | $1.66M | Buy |
39,312
+4,695
| +14% | +$198K | 0.25% | 91 |
|
|
2016
Q3 | $1.53M | Sell |
34,617
-17,311
| -33% | -$766K | 0.24% | 91 |
|
|
2016
Q2 | $2.2M | Sell |
51,928
-3,982
| -7% | -$169K | 0.36% | 79 |
|
|
2016
Q1 | $2.18M | Buy |
55,910
+28,215
| +102% | +$1.1M | 0.36% | 75 |
|
|
2015
Q4 | $919K | Sell |
27,695
-13,706
| -33% | -$455K | 0.16% | 116 |
|
|
2015
Q3 | $1.54M | Sell |
41,401
-99,448
| -71% | -$3.69M | 0.29% | 89 |
|
|
2015
Q2 | $6.59M | Buy |
140,849
+1,815
| +1% | +$84.9K | 1.21% | 19 |
|
|
2015
Q1 | $6.74M | Buy |
139,034
+105,870
| +319% | +$5.13M | 1.23% | 20 |
|
|
2014
Q4 | $1.71M | Buy |
33,164
+1,866
| +6% | +$95.9K | 0.62% | 37 |
|
|
2014
Q3 | $1.5M | Buy |
31,298
+337
| +1% | +$16.1K | 0.64% | 37 |
|
|
2014
Q2 | $1.47M | Buy |
30,961
+330
| +1% | +$15.7K | 0.63% | 41 |
|
|
2014
Q1 | $1.39M | Buy |
30,631
+3,221
| +12% | +$147K | 0.66% | 37 |
|
|
2013
Q4 | $1.2M | Buy |
+27,410
| New | +$1.2M | 0.71% | 37 |
|