Lee Financial’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
Q3 | – | Sell |
-4,000
| Closed | -$142K | – | 805 |
|
|
2018
Q2 | $142K | Sell |
4,000
-4,684
| -54% | -$166K | 0.03% | 188 |
|
|
2018
Q1 | $292K | Buy |
8,684
+4,684
| +117% | +$158K | 0.07% | 129 |
|
|
2017
Q4 | $158K | Hold |
4,000
| – | – | 0.05% | 126 |
|
|
2017
Q3 | $178K | Hold |
4,000
| – | – | 0.06% | 115 |
|
|
2017
Q2 | $172K | Buy |
+4,000
| New | +$172K | 0.06% | 117 |
|
|
2017
Q1 | – | Sell |
-2,500
| Closed | -$115K | – | 446 |
|
|
2016
Q4 | $115K | Buy |
+2,500
| New | +$115K | 0.06% | 131 |
|