Lenox 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
Q2 | – | Hold |
0
| – | – | – | 528 |
|
|
2017
Q1 | – | Sell |
-1,051
| Closed | -$43K | – | 241 |
|
|
2016
Q4 | $43K | Buy |
1,051
+39
| +4% | +$1.6K | 0.03% | 112 |
|
|
2016
Q3 | $43K | Hold |
1,012
| – | – | 0.03% | 108 |
|
|
2016
Q2 | $37K | Hold |
1,012
| – | – | 0.03% | 120 |
|
|
2016
Q1 | $31K | Hold |
1,012
| – | – | 0.02% | 131 |
|
|
2015
Q4 | $24K | Hold |
1,012
| – | – | 0.02% | 145 |
|
|
2015
Q3 | $27K | Hold |
1,012
| – | – | 0.02% | 90 |
|
|
2015
Q2 | $33K | Hold |
1,012
| – | – | 0.02% | 86 |
|
|
2015
Q1 | $37K | Hold |
1,012
| – | – | 0.03% | 89 |
|
|
2014
Q4 | $36K | Sell |
1,012
-39
| -4% | -$1.39K | 0.02% | 90 |
|
|
2014
Q3 | $41K | Buy |
1,051
+39
| +4% | +$1.52K | 0.03% | 88 |
|
|
2014
Q2 | $43K | Hold |
1,012
| – | – | 0.03% | 87 |
|
|
2014
Q1 | $37K | Hold |
1,012
| – | – | 0.02% | 97 |
|
|
2013
Q4 | $36K | Buy |
+1,012
| New | +$36K | 0.02% | 101 |
|