WFG Advisors’s Enerplus Corporation ERF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Hold |
815
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q1 | $7K | Sell |
815
-500
| -38% | -$4.29K | ﹤0.01% | 1163 |
|
|
2016
Q4 | $12K | Hold |
1,315
| – | – | ﹤0.01% | 1066 |
|
|
2016
Q3 | $8K | Hold |
1,315
| – | – | ﹤0.01% | 1196 |
|
|
2016
Q2 | $9K | Buy |
1,315
+315
| +32% | +$2.16K | ﹤0.01% | 1127 |
|
|
2016
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1249 |
|
|
2015
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1319 |
|
|
2015
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1275 |
|
|
2015
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 1221 |
|
|
2015
Q1 | $10K | Sell |
1,000
-5,913
| -86% | -$59.1K | ﹤0.01% | 1210 |
|
|
2014
Q4 | $66K | Hold |
6,913
| – | – | 0.01% | 787 |
|
|
2014
Q3 | $131K | Sell |
6,913
-51
| -0.7% | -$966 | 0.02% | 569 |
|
|
2014
Q2 | $174K | Hold |
6,964
| – | – | 0.03% | 482 |
|
|
2014
Q1 | $138K | Hold |
6,964
| – | – | 0.03% | 529 |
|
|
2013
Q4 | $126K | Buy |
6,964
+4,835
| +227% | +$87.5K | 0.02% | 656 |
|
|
2013
Q3 | $35K | Hold |
2,129
| – | – | 0.01% | 1068 |
|
|
2013
Q2 | $31K | Buy |
+2,129
| New | +$31K | 0.01% | 1063 |
|