Laurel Wealth Advisors (California)’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-29,140
| Closed | -$1.04M | – | 410 |
|
|
2018
Q3 | $1.04M | Buy |
29,140
+2,279
| +8% | +$81.3K | 0.26% | 101 |
|
|
2018
Q2 | $951K | Sell |
26,861
-1,904
| -7% | -$67.4K | 0.25% | 102 |
|
|
2018
Q1 | $967K | Buy |
28,765
+25
| +0.1% | +$840 | 0.3% | 86 |
|
|
2017
Q4 | $1.14M | Sell |
28,740
-225
| -0.8% | -$8.89K | 0.33% | 84 |
|
|
2017
Q3 | $1.29M | Buy |
28,965
+22
| +0.1% | +$976 | 0.43% | 71 |
|
|
2017
Q2 | $1.24M | Buy |
28,943
+21
| +0.1% | +$900 | 0.44% | 68 |
|
|
2017
Q1 | $1.26M | Buy |
28,922
+120
| +0.4% | +$5.24K | 0.49% | 62 |
|
|
2016
Q4 | $1.32M | Sell |
28,802
-611
| -2% | -$28K | 0.58% | 46 |
|
|
2016
Q3 | $1.29M | Sell |
29,413
-103
| -0.3% | -$4.5K | 0.61% | 46 |
|
|
2016
Q2 | $1.39M | Buy |
29,516
+468
| +2% | +$22.1K | 0.67% | 38 |
|
|
2016
Q1 | $1.4M | Buy |
29,048
+371
| +1% | +$17.9K | 0.7% | 37 |
|
|
2015
Q4 | $1.37M | Buy |
+28,677
| New | +$1.37M | 0.71% | 35 |
|