Integrated Wealth Management’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 |
-17,152
| Closed | -$705K | – | 275 |
|
|
2016
Q4 | $705K | Buy |
17,152
+268
| +2% | +$11K | 0.26% | 98 |
|
|
2016
Q3 | $722K | Buy |
16,884
+86
| +0.5% | +$3.68K | 0.26% | 88 |
|
|
2016
Q2 | $615K | Buy |
16,798
+6,376
| +61% | +$233K | 0.24% | 90 |
|
|
2016
Q1 | $319K | Buy |
10,422
+2,587
| +33% | +$79.2K | 0.13% | 133 |
|
|
2015
Q4 | $188K | Buy |
7,835
+1,681
| +27% | +$40.3K | 0.08% | 197 |
|
|
2015
Q3 | $162K | Sell |
6,154
-482
| -7% | -$12.7K | 0.07% | 210 |
|
|
2015
Q2 | $216K | Buy |
6,636
+742
| +13% | +$24.2K | 0.08% | 182 |
|
|
2015
Q1 | $213K | Buy |
+5,894
| New | +$213K | 0.09% | 173 |
|