Wealthquest’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Buy |
4,589
+8
| +0.2% | +$363 | 0.02% | 134 |
|
2025
Q1 | $203K | Buy |
+4,581
| New | +$203K | 0.02% | 132 |
|
2024
Q2 | – | Sell |
-5,916
| Closed | -$214K | – | 127 |
|
2024
Q1 | $214K | Sell |
5,916
-524
| -8% | -$19K | 0.02% | 125 |
|
2023
Q4 | $232K | Hold |
6,440
| – | – | 0.03% | 122 |
|
2023
Q3 | $216K | Hold |
6,440
| – | – | 0.03% | 121 |
|
2023
Q2 | $239K | Buy |
6,440
+58
| +0.9% | +$2.16K | 0.03% | 112 |
|
2023
Q1 | $243K | Hold |
6,382
| – | – | 0.03% | 107 |
|
2022
Q4 | $250K | Sell |
6,382
-1,274
| -17% | -$49.8K | 0.03% | 110 |
|
2022
Q3 | $284K | Hold |
7,656
| – | – | 0.04% | 96 |
|
2022
Q2 | $323K | Sell |
7,656
-342
| -4% | -$14.4K | 0.05% | 91 |
|
2022
Q1 | $312K | Hold |
7,998
| – | – | 0.05% | 107 |
|
2021
Q4 | $312K | Sell |
7,998
-107
| -1% | -$4.17K | 0.05% | 107 |
|
2021
Q3 | $322K | Sell |
8,105
-233
| -3% | -$9.26K | 0.05% | 99 |
|
2021
Q2 | $333K | Sell |
8,338
-22
| -0.3% | -$879 | 0.06% | 100 |
|
2021
Q1 | $304K | Buy |
8,360
+1,244
| +17% | +$45.2K | 0.06% | 106 |
|
2020
Q4 | $227K | Buy |
+7,116
| New | +$227K | 0.05% | 119 |
|
2019
Q4 | $288K | Buy |
7,245
+33
| +0.5% | +$1.31K | 0.08% | 106 |
|
2019
Q3 | $253K | Buy |
7,212
+1,150
| +19% | +$40.3K | 0.08% | 111 |
|
2019
Q2 | $218K | Buy |
6,062
+435
| +8% | +$15.6K | 0.08% | 118 |
|
2019
Q1 | $204K | Buy |
+5,627
| New | +$204K | 0.08% | 127 |
|