JFS Wealth Advisors’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
Q2 | – | Sell |
-155
| Closed | -$6K | – | 478 |
|
|
2017
Q1 | $6K | Hold |
155
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $6K | Sell |
155
-39
| -20% | -$1.51K | ﹤0.01% | 390 |
|
|
2016
Q3 | $8K | Hold |
194
| – | – | ﹤0.01% | 405 |
|
|
2016
Q2 | $7K | Hold |
194
| – | – | ﹤0.01% | 422 |
|
|
2016
Q1 | $6K | Sell |
194
-115
| -37% | -$3.56K | ﹤0.01% | 448 |
|
|
2015
Q4 | $8K | Buy |
309
+231
| +296% | +$5.98K | ﹤0.01% | 423 |
|
|
2015
Q3 | $2K | Sell |
78
-360
| -82% | -$9.23K | ﹤0.01% | 449 |
|
|
2015
Q2 | $14K | Hold |
438
| – | – | 0.01% | 329 |
|
|
2015
Q1 | $16K | Sell |
438
-3
| -0.7% | -$110 | 0.01% | 309 |
|
|
2014
Q4 | $16K | Hold |
441
| – | – | ﹤0.01% | 316 |
|
|
2014
Q3 | $17K | Sell |
441
-50
| -10% | -$1.93K | ﹤0.01% | 285 |
|
|
2014
Q2 | $21K | Buy |
+491
| New | +$21K | ﹤0.01% | 259 |
|