Walkner Condon Financial Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,308
| Closed | -$228K | – | 261 |
|
|
2024
Q1 | $228K | Buy |
6,308
+141
| +2% | +$5.1K | 0.05% | 246 |
|
|
2023
Q4 | $222K | Buy |
+6,167
| New | +$222K | 0.05% | 242 |
|
|
2023
Q3 | – | Sell |
-6,040
| Closed | -$224K | – | 248 |
|
|
2023
Q2 | $224K | Sell |
6,040
-171
| -3% | -$6.35K | 0.06% | 219 |
|
|
2023
Q1 | $237K | Sell |
6,211
-322
| -5% | -$12.3K | 0.07% | 205 |
|
|
2022
Q4 | $255K | Sell |
6,533
-2,829
| -30% | -$111K | 0.08% | 191 |
|
|
2022
Q3 | $347K | Buy |
9,362
+113
| +1% | +$4.19K | 0.11% | 149 |
|
|
2022
Q2 | $391K | Sell |
9,249
-8
| -0.1% | -$338 | 0.12% | 144 |
|
|
2022
Q1 | $427K | Buy |
+9,257
| New | +$427K | 0.12% | 148 |
|
|
2021
Q4 | – | Sell |
-6,897
| Closed | -$275K | – | 127 |
|
|
2021
Q3 | $275K | Buy |
6,897
+52
| +0.8% | +$2.07K | 0.14% | 120 |
|
|
2021
Q2 | $274K | Hold |
6,845
| – | – | 0.1% | 139 |
|
|
2021
Q1 | $249K | Buy |
+6,845
| New | +$249K | 0.1% | 148 |
|