EWM
SE
Evercore Wealth Management’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 |
-8,683
| Closed | -$357K | – | 1074 |
|
|
2016
Q4 | $357K | Buy |
8,683
+46
| +0.5% | +$1.89K | 0.01% | 285 |
|
|
2016
Q3 | $370K | Sell |
8,637
-1,045
| -11% | -$44.8K | 0.02% | 280 |
|
|
2016
Q2 | $355K | Buy |
9,682
+35
| +0.4% | +$1.28K | 0.02% | 285 |
|
|
2016
Q1 | $295K | Buy |
9,647
+506
| +6% | +$15.5K | 0.01% | 305 |
|
|
2015
Q4 | $219K | Buy |
9,141
+141
| +2% | +$3.38K | 0.01% | 352 |
|
|
2015
Q3 | $238K | Sell |
9,000
-474
| -5% | -$12.5K | 0.01% | 359 |
|
|
2015
Q2 | $310K | Sell |
9,474
-2,096
| -18% | -$68.6K | 0.01% | 347 |
|
|
2015
Q1 | $417K | Buy |
11,570
+1,391
| +14% | +$50.1K | 0.02% | 302 |
|
|
2014
Q4 | $369K | Buy |
10,179
+8
| +0.1% | +$290 | 0.02% | 288 |
|
|
2014
Q3 | $398K | Sell |
10,171
-1,000
| -9% | -$39.1K | 0.02% | 298 |
|
|
2014
Q2 | $474K | Sell |
11,171
-1,878
| -14% | -$79.7K | 0.02% | 271 |
|
|
2014
Q1 | $482K | Buy |
13,049
+11,550
| +771% | +$427K | 0.03% | 261 |
|
|
2013
Q4 | $54K | Sell |
1,499
-6,804
| -82% | -$245K | ﹤0.01% | 550 |
|
|
2013
Q3 | $284K | Sell |
8,303
-87
| -1% | -$2.98K | 0.02% | 360 |
|
|
2013
Q2 | $289K | Buy |
+8,390
| New | +$289K | 0.02% | 354 |
|