BWA
SE
Burt Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-761
| Closed | -$31K | – | 414 |
|
|
2016
Q4 | $31K | Hold |
761
| – | – | 0.03% | 202 |
|
|
2016
Q3 | $32K | Hold |
761
| – | – | 0.03% | 186 |
|
|
2016
Q2 | $27K | Sell |
761
-80
| -10% | -$2.84K | 0.03% | 195 |
|
|
2016
Q1 | $26K | Buy |
841
+150
| +22% | +$4.64K | 0.02% | 222 |
|
|
2015
Q4 | $16K | Hold |
691
| – | – | 0.01% | 234 |
|
|
2015
Q3 | $18K | Hold |
691
| – | – | 0.02% | 193 |
|
|
2015
Q2 | $23K | Hold |
691
| – | – | 0.03% | 191 |
|
|
2015
Q1 | $25K | Hold |
691
| – | – | 0.03% | 174 |
|
|
2014
Q4 | $25K | Buy |
+691
| New | +$25K | 0.03% | 178 |
|