Valeo Financial Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,056
| Closed | -$224K | – | 757 |
|
|
2025
Q1 | $224K | Sell |
5,056
-885
| -15% | -$39.2K | 0.01% | 610 |
|
|
2024
Q4 | $252K | Buy |
5,941
+267
| +5% | +$11.3K | 0.01% | 578 |
|
|
2024
Q3 | $230K | Buy |
+5,674
| New | +$230K | 0.01% | 610 |
|
|
2024
Q2 | – | Sell |
-6,505
| Closed | -$232K | – | 669 |
|
|
2024
Q1 | $232K | Buy |
+6,505
| New | +$232K | 0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-8,101
| Closed | -$269K | – | 646 |
|
|
2023
Q3 | $269K | Buy |
8,101
+1,520
| +23% | +$50.4K | 0.01% | 489 |
|
|
2023
Q2 | $244K | Buy |
6,581
+337
| +5% | +$12.5K | 0.01% | 481 |
|
|
2023
Q1 | $238K | Buy |
6,244
+467
| +8% | +$17.8K | 0.01% | 505 |
|
|
2022
Q4 | $226K | Sell |
5,777
-3
| -0.1% | -$117 | 0.01% | 453 |
|
|
2022
Q3 | $214K | Sell |
5,780
-115
| -2% | -$4.26K | 0.01% | 421 |
|
|
2022
Q2 | $249K | Sell |
5,895
-745
| -11% | -$31.5K | 0.02% | 389 |
|
|
2022
Q1 | $306K | Buy |
6,640
+893
| +16% | +$41.2K | 0.02% | 420 |
|
|
2021
Q4 | $225K | Buy |
5,747
+4
| +0.1% | +$157 | 0.01% | 467 |
|
|
2021
Q3 | $229K | Buy |
+5,743
| New | +$229K | 0.01% | 442 |
|
|
2021
Q2 | – | Sell |
-6,807
| Closed | -$248K | – | 816 |
|
|
2021
Q1 | $248K | Buy |
6,807
+194
| +3% | +$7.07K | 0.01% | 384 |
|
|
2020
Q4 | $212K | Sell |
6,613
-7,589
| -53% | -$243K | 0.01% | 399 |
|
|
2020
Q3 | $415K | Sell |
14,202
-5,407
| -28% | -$158K | 0.04% | 207 |
|
|
2020
Q2 | $597K | Sell |
19,609
-2,742
| -12% | -$83.5K | 0.05% | 167 |
|
|
2020
Q1 | $641K | Sell |
22,351
-5,966
| -21% | -$171K | 0.07% | 155 |
|
|
2019
Q4 | $1.13M | Sell |
28,317
-9,992
| -26% | -$397K | 0.11% | 125 |
|
|
2019
Q3 | $1.34M | Sell |
38,309
-3,753
| -9% | -$132K | 0.15% | 89 |
|
|
2019
Q2 | $1.52M | Sell |
42,062
-22,336
| -35% | -$806K | 0.17% | 87 |
|
|
2019
Q1 | $2.34M | Sell |
64,398
-6,956
| -10% | -$252K | 0.28% | 61 |
|
|
2018
Q4 | $2.22M | Buy |
71,354
+28,811
| +68% | +$896K | 0.31% | 55 |
|
|
2018
Q3 | $1.32M | Buy |
42,543
+27,203
| +177% | +$844K | 0.18% | 93 |
|
|
2018
Q2 | $548K | Buy |
15,340
+11,413
| +291% | +$408K | 0.08% | 161 |
|
|
2018
Q1 | $124K | Buy |
3,927
+165
| +4% | +$5.21K | 0.02% | 325 |
|
|
2017
Q4 | $147K | Buy |
3,762
+262
| +7% | +$10.2K | 0.02% | 282 |
|
|
2017
Q3 | $146K | Buy |
+3,500
| New | +$146K | 0.03% | 235 |
|