LBA 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 |
-569
| Closed | -$23K | – | 486 |
|
|
2016
Q4 | $23K | Buy |
569
+394
| +225% | +$15.9K | 0.01% | 254 |
|
|
2016
Q3 | $7K | Hold |
175
| – | – | ﹤0.01% | 354 |
|
|
2016
Q2 | $6K | Hold |
175
| – | – | ﹤0.01% | 354 |
|
|
2016
Q1 | $5K | Sell |
175
-175
| -50% | -$5K | ﹤0.01% | 358 |
|
|
2015
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 310 |
|
|
2015
Q3 | $9K | Sell |
350
-950
| -73% | -$24.4K | 0.01% | 262 |
|
|
2015
Q2 | $42K | Hold |
1,300
| – | – | 0.03% | 178 |
|
|
2015
Q1 | $47K | Hold |
1,300
| – | – | 0.03% | 175 |
|
|
2014
Q4 | $47K | Sell |
1,300
-400
| -24% | -$14.5K | 0.03% | 172 |
|
|
2014
Q3 | $67K | Buy |
1,700
+400
| +31% | +$15.8K | 0.05% | 158 |
|
|
2014
Q2 | $55K | Hold |
1,300
| – | – | 0.04% | 160 |
|
|
2014
Q1 | $48K | Hold |
1,300
| – | – | 0.04% | 163 |
|
|
2013
Q4 | $46K | Buy |
+1,300
| New | +$46K | 0.04% | 162 |
|