FMWA
SE

Forvis Mazars Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-58,389
Closed -$2.4M – 218
2016
Q4 		$2.4M Buy
58,389
+285
+0.5% +$11.7K 0.31% 44
2016
Q3 		$2.48M Buy
58,104
+5,082
+10% +$217K 0.35% 43
2016
Q2 		$1.94M Buy
53,022
+15,182
+40% +$556K 0.29% 46
2016
Q1 		$1.16M Buy
+37,840
New +$1.16M 0.18% 67