Allworth Financial’s Spectra Energy Corp Wi SE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-1,369
| Closed | -$56K | – | 870 |
|
2016
Q4 | $56K | Buy |
1,369
+244
| +22% | +$9.98K | 0.01% | 205 |
|
2016
Q3 | $48K | Buy |
1,125
+44
| +4% | +$1.88K | 0.01% | 221 |
|
2016
Q2 | $40K | Hold |
1,081
| – | – | ﹤0.01% | 230 |
|
2016
Q1 | $33K | Buy |
1,081
+75
| +7% | +$2.29K | ﹤0.01% | 251 |
|
2015
Q4 | $24K | Hold |
1,006
| – | – | ﹤0.01% | 285 |
|
2015
Q3 | $26K | Hold |
1,006
| – | – | 0.01% | 282 |
|
2015
Q2 | $33K | Hold |
1,006
| – | – | 0.01% | 246 |
|
2015
Q1 | $36K | Buy |
+1,006
| New | +$36K | 0.01% | 237 |
|