Wills Financial Group’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,844
| Closed | -$217K | – | 67 |
|
|
2023
Q2 | $217K | Sell |
5,844
-22
| -0.4% | -$817 | 0.11% | 64 |
|
|
2023
Q1 | $224K | Hold |
5,866
| – | – | 0.12% | 61 |
|
|
2022
Q4 | $229K | Hold |
5,866
| – | – | 0.13% | 52 |
|
|
2022
Q3 | $218K | Hold |
5,866
| – | – | 0.12% | 55 |
|
|
2022
Q2 | $248K | Hold |
5,866
| – | – | 0.12% | 57 |
|
|
2022
Q1 | $270K | Hold |
5,866
| – | – | 0.11% | 60 |
|
|
2021
Q4 | $229K | Hold |
5,866
| – | – | 0.09% | 64 |
|
|
2021
Q3 | $233K | Hold |
5,866
| – | – | 0.1% | 62 |
|
|
2021
Q2 | $234K | Buy |
+5,866
| New | +$234K | 0.1% | 64 |
|