CPA
SEP
Clear Perspective Advisors’s Spectra Engy Parters Lp SEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$7K | – | 520 |
|
|
2018
Q1 | $7K | Sell |
200
-400
| -67% | -$14K | 0.01% | 387 |
|
|
2017
Q4 | $24K | Sell |
600
-1,725
| -74% | -$69K | 0.02% | 281 |
|
|
2017
Q3 | $103K | Sell |
2,325
-1,150
| -33% | -$50.9K | 0.08% | 179 |
|
|
2017
Q2 | $149K | Sell |
3,475
-700
| -17% | -$30K | 0.13% | 141 |
|
|
2017
Q1 | $182K | Sell |
4,175
-100
| -2% | -$4.36K | 0.12% | 125 |
|
|
2016
Q4 | $196K | Buy |
+4,275
| New | +$196K | 0.13% | 126 |
|