WFG Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-229
| Closed | -$6K | – | 1724 |
|
|
2016
Q4 | $6K | Sell |
229
-2,861
| -93% | -$75K | ﹤0.01% | 1238 |
|
|
2016
Q3 | $79K | Buy |
3,090
+2,585
| +512% | +$66.1K | 0.02% | 587 |
|
|
2016
Q2 | $12K | Buy |
505
+6
| +1% | +$143 | ﹤0.01% | 1058 |
|
|
2016
Q1 | $9K | Sell |
499
-1,022
| -67% | -$18.4K | ﹤0.01% | 1087 |
|
|
2015
Q4 | $35K | Sell |
1,521
-1,333
| -47% | -$30.7K | 0.01% | 758 |
|
|
2015
Q3 | $71K | Buy |
2,854
+36
| +1% | +$896 | 0.02% | 545 |
|
|
2015
Q2 | $94K | Sell |
2,818
-27
| -0.9% | -$901 | 0.03% | 552 |
|
|
2015
Q1 | $102K | Sell |
2,845
-2,530
| -47% | -$90.7K | 0.03% | 532 |
|
|
2014
Q4 | $214K | Sell |
5,375
-1,289
| -19% | -$51.3K | 0.04% | 412 |
|
|
2014
Q3 | $259K | Sell |
6,664
-977
| -13% | -$38K | 0.05% | 392 |
|
|
2014
Q2 | $282K | Buy |
7,641
+2,385
| +45% | +$88K | 0.05% | 368 |
|
|
2014
Q1 | $144K | Sell |
5,256
-426
| -7% | -$11.7K | 0.03% | 517 |
|
|
2013
Q4 | $170K | Buy |
5,682
+560
| +11% | +$16.8K | 0.02% | 569 |
|
|
2013
Q3 | $156K | Buy |
5,122
+733
| +17% | +$22.3K | 0.02% | 564 |
|
|
2013
Q2 | $134K | Buy |
+4,389
| New | +$134K | 0.02% | 571 |
|