Wealthspire Advisors (Maryland)’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,010
| Closed | -$33K | – | 2668 |
|
|
2018
Q3 | $33K | Buy |
3,010
+950
| +46% | +$10.4K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $23K | Sell |
2,060
-1,610
| -44% | -$18K | ﹤0.01% | 1270 |
|
|
2018
Q1 | $35K | Buy |
3,670
+170
| +5% | +$1.62K | ﹤0.01% | 1120 |
|
|
2017
Q4 | $48K | Buy |
3,500
+290
| +9% | +$3.98K | ﹤0.01% | 1029 |
|
|
2017
Q3 | $51K | Buy |
3,210
+320
| +11% | +$5.08K | 0.01% | 981 |
|
|
2017
Q2 | $46K | Buy |
2,890
+800
| +38% | +$12.7K | 0.01% | 987 |
|
|
2017
Q1 | $40K | Buy |
2,090
+1,944
| +1,332% | +$37.2K | 0.01% | 864 |
|
|
2016
Q4 | $4K | Sell |
146
-70
| -32% | -$1.92K | ﹤0.01% | 1450 |
|
|
2016
Q3 | $5K | Buy |
216
+152
| +238% | +$3.52K | ﹤0.01% | 1410 |
|
|
2016
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1663 |
|
|
2016
Q1 | $1K | Sell |
64
-88
| -58% | -$1.38K | ﹤0.01% | 1708 |
|
|
2015
Q4 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 1421 |
|