Carson Wealth (CWM LLC)’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 |
-695
| Closed | -$29K | – | 1404 |
|
|
2016
Q4 | $29K | Buy |
695
+103
| +17% | +$4.3K | ﹤0.01% | 525 |
|
|
2016
Q3 | $25K | Hold |
592
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $22K | Hold |
592
| – | – | ﹤0.01% | 464 |
|
|
2016
Q1 | $18K | Hold |
592
| – | – | ﹤0.01% | 458 |
|
|
2015
Q4 | $14K | Sell |
592
-84
| -12% | -$1.99K | ﹤0.01% | 431 |
|
|
2015
Q3 | $18K | Buy |
+676
| New | +$18K | ﹤0.01% | 382 |
|
|
2014
Q1 | – | Sell |
-14,962
| Closed | -$533K | – | 532 |
|
|
2013
Q4 | $533K | Sell |
14,962
-1,300
| -8% | -$46.3K | 0.08% | 134 |
|
|
2013
Q3 | $557K | Buy |
+16,262
| New | +$557K | 0.15% | 101 |
|