US Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,660
| Closed | -$30K | – | 454 |
|
|
2016
Q1 | $30K | Hold |
1,660
| – | – | 0.05% | 125 |
|
|
2015
Q4 | $38K | Hold |
1,660
| – | – | 0.04% | 167 |
|
|
2015
Q3 | $41K | Hold |
1,660
| – | – | 0.07% | 127 |
|
|
2015
Q2 | $55K | Sell |
1,660
-876
| -35% | -$29K | 0.05% | 97 |
|
|
2015
Q1 | $91K | Hold |
2,536
| – | – | 0.08% | 72 |
|
|
2014
Q4 | $101K | Buy |
+2,536
| New | +$101K | 0.09% | 73 |
|