CLA (CliftonLarsonAllen) Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,207
| Closed | -$707K | – | 140 |
|
|
2016
Q4 | $707K | Buy |
17,207
+186
| +1% | +$7.64K | 0.08% | 105 |
|
|
2016
Q3 | $728K | Sell |
17,021
-532
| -3% | -$22.8K | 0.09% | 99 |
|
|
2016
Q2 | $643K | Buy |
17,553
+532
| +3% | +$19.5K | 0.09% | 89 |
|
|
2016
Q1 | $521K | Hold |
17,021
| – | – | 0.08% | 91 |
|
|
2015
Q4 | $407K | Hold |
17,021
| – | – | 0.07% | 103 |
|
|
2015
Q3 | $447K | Hold |
17,021
| – | – | 0.08% | 102 |
|
|
2015
Q2 | $555K | Buy |
17,021
+903
| +6% | +$29.4K | 0.11% | 101 |
|
|
2015
Q1 | $583K | Buy |
+16,118
| New | +$583K | 0.13% | 77 |
|