WKWM
Walter & Keenan Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
4,760
| – | – | 0.06% | 146 |
|
|
2025
Q1 | $211K | Hold |
4,760
| – | – | 0.06% | 145 |
|
|
2024
Q4 | $202K | Buy |
+4,760
| New | +$202K | 0.06% | 149 |
|
|
2021
Q4 | – | Sell |
-5,700
| Closed | -$227K | – | 151 |
|
|
2021
Q3 | $227K | Sell |
5,700
-764
| -12% | -$30.4K | 0.08% | 144 |
|
|
2021
Q2 | $259K | Buy |
6,464
+264
| +4% | +$10.6K | 0.09% | 123 |
|
|
2021
Q1 | $226K | Buy |
+6,200
| New | +$226K | 0.08% | 134 |
|
|
2020
Q1 | – | Sell |
-8,900
| Closed | -$354K | – | 142 |
|
|
2019
Q4 | $354K | Hold |
8,900
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $312K | Buy |
8,900
+1,230
| +16% | +$43.1K | 0.12% | 124 |
|
|
2019
Q2 | $277K | Hold |
7,670
| – | – | 0.12% | 122 |
|
|
2019
Q1 | $278K | Buy |
7,670
+1,000
| +15% | +$36.2K | 0.12% | 124 |
|
|
2018
Q4 | $207K | Buy |
+6,670
| New | +$207K | 0.09% | 144 |
|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$214K | – | 173 |
|
|
2018
Q2 | $214K | Buy |
+6,000
| New | +$214K | 0.09% | 158 |
|
|
2017
Q2 | – | Sell |
-4,821
| Closed | -$202K | – | 157 |
|
|
2017
Q1 | $202K | Buy |
+4,821
| New | +$202K | 0.1% | 138 |
|