WealthPLAN Partners’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,209
| Closed | -$82.1K | – | 538 |
|
|
2023
Q2 | $82.1K | Sell |
2,209
-400
| -15% | -$14.9K | 0.01% | 426 |
|
|
2023
Q1 | $99.6K | Buy |
+2,609
| New | +$99.6K | 0.01% | 427 |
|
|
2018
Q3 | – | Sell |
-7,668
| Closed | -$273K | – | 259 |
|
|
2018
Q2 | $273K | Buy |
7,668
+271
| +4% | +$9.65K | 0.06% | 201 |
|
|
2018
Q1 | $233K | Buy |
+7,397
| New | +$233K | 0.05% | 238 |
|
|
2017
Q2 | – | Sell |
-765
| Closed | -$31.7K | – | 248 |
|
|
2017
Q1 | $31.7K | Buy |
+765
| New | +$31.7K | 0.11% | 146 |
|