WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,384
| Closed | -$118K | – | 2145 |
|
|
2014
Q4 | $118K | Sell |
4,384
-3
| -0.1% | -$81 | 0.02% | 587 |
|
|
2014
Q3 | $111K | Hold |
4,387
| – | – | 0.02% | 629 |
|
|
2014
Q2 | $104K | Buy |
4,387
+1
| +0% | +$24 | 0.02% | 651 |
|
|
2014
Q1 | $80K | Hold |
4,386
| – | – | 0.02% | 723 |
|
|
2013
Q4 | $81K | Buy |
4,386
+1,037
| +31% | +$19.2K | 0.01% | 822 |
|
|
2013
Q3 | $61K | Sell |
3,349
-1
| -0% | -$18 | 0.01% | 852 |
|
|
2013
Q2 | $63K | Buy |
+3,350
| New | +$63K | 0.01% | 805 |
|