KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $764K | Buy |
19,450
+8,110
| +72% | +$319K | 0.11% | 187 |
|
|
2014
Q2 | $482K | Buy |
11,340
+229
| +2% | +$9.73K | 0.07% | 282 |
|
|
2014
Q1 | $410K | Sell |
11,111
-2,448
| -18% | -$90.3K | 0.06% | 300 |
|
|
2013
Q4 | $483K | Sell |
13,559
-3,772
| -22% | -$134K | 0.08% | 273 |
|
|
2013
Q3 | $593K | Sell |
17,331
-316
| -2% | -$10.8K | 0.14% | 171 |
|
|
2013
Q2 | $608K | Buy |
+17,647
| New | +$608K | 0.17% | 148 |
|