CWM
SEP
Cedar Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,230
| Closed | -$224K | – | 146 |
|
|
2017
Q2 | $224K | Hold |
5,230
| – | – | 0.15% | 45 |
|
|
2017
Q1 | $228K | Hold |
5,230
| – | – | 0.14% | 45 |
|
|
2016
Q4 | $240K | Buy |
+5,230
| New | +$240K | 0.16% | 42 |
|
|
2016
Q3 | – | Sell |
-5,230
| Closed | -$247K | – | 135 |
|
|
2016
Q2 | $247K | Buy |
+5,230
| New | +$247K | 0.16% | 32 |
|