Gupta Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $115K | Buy |
+2,400
| New | +$115K | 0.03% | 310 |
|
|
2015
Q4 | – | Sell |
-1,800
| Closed | -$72K | – | 1395 |
|
|
2015
Q3 | $72K | Hold |
1,800
| – | – | 0.02% | 393 |
|
|
2015
Q2 | $83K | Hold |
1,800
| – | – | 0.02% | 374 |
|
|
2015
Q1 | $93K | Buy |
+1,800
| New | +$93K | 0.03% | 314 |
|