Wealthspire Advisors (Maryland)’s Enbridge Energy Management Llc EEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,591
| Closed | -$17K | – | 2670 |
|
|
2018
Q3 | $17K | Hold |
1,591
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q2 | $16K | Sell |
1,591
-214
| -12% | -$2.15K | ﹤0.01% | 1411 |
|
|
2018
Q1 | $15K | Sell |
1,805
-203
| -10% | -$1.69K | ﹤0.01% | 1419 |
|
|
2017
Q4 | $24K | Hold |
2,008
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q3 | $28K | Buy |
2,008
+34
| +2% | +$474 | ﹤0.01% | 1186 |
|
|
2017
Q2 | $26K | Buy |
1,974
+219
| +12% | +$2.88K | ﹤0.01% | 1174 |
|
|
2017
Q1 | $28K | Buy |
1,755
+1,030
| +142% | +$16.4K | ﹤0.01% | 976 |
|
|
2016
Q4 | $16K | Sell |
725
-431
| -37% | -$9.51K | ﹤0.01% | 1092 |
|
|
2016
Q3 | $24K | Buy |
+1,156
| New | +$24K | ﹤0.01% | 1009 |
|