Carson Wealth (CWM LLC)’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 |
-14
| Closed | – | – | 2344 |
|
|
2018
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2075 |
|
|
2017
Q4 | – | Sell |
-342
| Closed | -$15K | – | 1641 |
|
|
2017
Q3 | $15K | Buy |
342
+142
| +71% | +$6.23K | ﹤0.01% | 799 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 798 |
|
|
2017
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 784 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2016
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 730 |
|