YorkBridge Wealth Partners’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-500
| Closed | -$6K | – | 795 |
|
2018
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
2018
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 694 |
|
2018
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 692 |
|
2017
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 678 |
|
2017
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 667 |
|
2017
Q2 | $8K | Sell |
500
-253
| -34% | -$4.05K | ﹤0.01% | 666 |
|
2017
Q1 | $14K | Sell |
753
-122
| -14% | -$2.27K | 0.01% | 580 |
|
2016
Q4 | $21K | Buy |
+875
| New | +$21K | 0.01% | 472 |
|