WKWM
EEQ
Walter & Keenan Wealth Management’s Enbridge Energy Management Llc EEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,422
| Closed | -$224K | – | 147 |
|
|
2015
Q3 | $224K | Sell |
9,422
-487
| -5% | -$11.6K | 0.14% | 122 |
|
|
2015
Q2 | $327K | Buy |
9,909
+149
| +2% | +$4.92K | 0.19% | 104 |
|
|
2015
Q1 | $355K | Buy |
9,760
+146
| +2% | +$5.31K | 0.2% | 101 |
|
|
2014
Q4 | $373K | Buy |
9,614
+147
| +2% | +$5.7K | 0.21% | 101 |
|
|
2014
Q3 | $352K | Buy |
9,467
+150
| +2% | +$5.58K | 0.21% | 103 |
|
|
2014
Q2 | $328K | Buy |
9,317
+171
| +2% | +$6.02K | 0.17% | 110 |
|
|
2014
Q1 | $253K | Buy |
+9,146
| New | +$253K | 0.14% | 118 |
|