Wealthspire Advisors (Maryland)’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,247
| Closed | -$209K | – | 453 |
|
|
2019
Q4 | $209K | Buy |
+5,247
| New | +$209K | 0.01% | 463 |
|
|
2019
Q3 | – | Sell |
-6,215
| Closed | -$224K | – | 473 |
|
|
2019
Q2 | $224K | Sell |
6,215
-459
| -7% | -$16.5K | 0.02% | 409 |
|
|
2019
Q1 | $242K | Sell |
6,674
-885
| -12% | -$32.1K | 0.02% | 402 |
|
|
2018
Q4 | $235K | Sell |
7,559
-12,684
| -63% | -$394K | 0.02% | 373 |
|
|
2018
Q3 | $654K | Buy |
20,243
+531
| +3% | +$17.2K | 0.05% | 197 |
|
|
2018
Q2 | $704K | Sell |
19,712
-1,519
| -7% | -$54.3K | 0.06% | 176 |
|
|
2018
Q1 | $668K | Buy |
21,231
+2,405
| +13% | +$75.7K | 0.06% | 194 |
|
|
2017
Q4 | $736K | Buy |
18,826
+1,794
| +11% | +$70.1K | 0.07% | 175 |
|
|
2017
Q3 | $713K | Sell |
17,032
-227
| -1% | -$9.5K | 0.08% | 171 |
|
|
2017
Q2 | $687K | Sell |
17,259
-1,171
| -6% | -$46.6K | 0.08% | 167 |
|
|
2017
Q1 | $771K | Buy |
18,430
+18,363
| +27,407% | +$768K | 0.11% | 121 |
|
|
2016
Q4 | $3K | Sell |
67
-50
| -43% | -$2.24K | ﹤0.01% | 1469 |
|
|
2016
Q3 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 1380 |
|