WFG Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $184K | Buy |
4,623
+2,859
| +162% | +$114K | 0.04% | 385 |
|
|
2017
Q1 | $74K | Buy |
+1,764
| New | +$74K | 0.02% | 563 |
|
|
2016
Q2 | – | Sell |
-1,400
| Closed | -$54K | – | 1591 |
|
|
2016
Q1 | $54K | Hold |
1,400
| – | – | 0.02% | 641 |
|
|
2015
Q4 | $46K | Hold |
1,400
| – | – | 0.01% | 681 |
|
|
2015
Q3 | $52K | Sell |
1,400
-225
| -14% | -$8.36K | 0.02% | 627 |
|
|
2015
Q2 | $76K | Sell |
1,625
-1,815
| -53% | -$84.9K | 0.02% | 610 |
|
|
2015
Q1 | $167K | Sell |
3,440
-5,075
| -60% | -$246K | 0.05% | 397 |
|
|
2014
Q4 | $438K | Buy |
8,515
+1,100
| +15% | +$56.6K | 0.09% | 248 |
|
|
2014
Q3 | $355K | Buy |
7,415
+1,830
| +33% | +$87.6K | 0.07% | 324 |
|
|
2014
Q2 | $265K | Buy |
5,585
+200
| +4% | +$9.49K | 0.05% | 388 |
|
|
2014
Q1 | $245K | Sell |
5,385
-582
| -10% | -$26.5K | 0.05% | 390 |
|
|
2013
Q4 | $261K | Buy |
5,967
+720
| +14% | +$31.5K | 0.04% | 450 |
|
|
2013
Q3 | $219K | Buy |
5,247
+3,245
| +162% | +$135K | 0.03% | 458 |
|
|
2013
Q2 | $84K | Buy |
+2,002
| New | +$84K | 0.01% | 719 |
|