WhitTier Trust Company’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
Q4 | – | Sell |
-1,475
| Closed | -$24K | – | 1020 |
|
|
2017
Q3 | $24K | Hold |
1,475
| – | – | ﹤0.01% | 678 |
|
|
2017
Q2 | $24K | Hold |
1,475
| – | – | ﹤0.01% | 669 |
|
|
2017
Q1 | $28K | Buy |
+1,475
| New | +$28K | ﹤0.01% | 640 |
|
|
2014
Q2 | – | Sell |
-645
| Closed | -$18K | – | 925 |
|
|
2014
Q1 | $18K | Hold |
645
| – | – | ﹤0.01% | 758 |
|
|
2013
Q4 | $19K | Hold |
645
| – | – | ﹤0.01% | 701 |
|
|
2013
Q3 | $20K | Hold |
645
| – | – | ﹤0.01% | 671 |
|
|
2013
Q2 | $20K | Buy |
+645
| New | +$20K | ﹤0.01% | 639 |
|