Valmark Advisers’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,882
| Closed | -$212K | – | 540 |
|
|
2023
Q4 | $212K | Sell |
5,882
-1,240
| -17% | -$44.7K | ﹤0.01% | 477 |
|
|
2023
Q3 | $239K | Buy |
7,122
+162
| +2% | +$5.43K | 0.01% | 431 |
|
|
2023
Q2 | $259K | Buy |
6,960
+695
| +11% | +$25.8K | 0.01% | 425 |
|
|
2023
Q1 | $239K | Buy |
6,265
+16
| +0.3% | +$610 | 0.01% | 428 |
|
|
2022
Q4 | $244K | Buy |
+6,249
| New | +$244K | 0.01% | 397 |
|