Baystate Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-138
| Closed | -$5K | – | 742 |
|
|
2018
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $5K | Buy |
138
+3
| +2% | +$109 | ﹤0.01% | 462 |
|
|
2018
Q1 | $5K | Hold |
135
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 426 |
|
|
2017
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 401 |
|
|
2017
Q2 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 403 |
|