M Holdings Securities’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 |
-6,225
| Closed | -$256K | – | 282 |
|
|
2016
Q4 | $256K | Sell |
6,225
-3,493
| -36% | -$144K | 0.09% | 215 |
|
|
2016
Q3 | $415K | Buy |
9,718
+25
| +0.3% | +$1.07K | 0.19% | 152 |
|
|
2016
Q2 | $355K | Buy |
+9,693
| New | +$355K | 0.18% | 149 |
|
|
2014
Q4 | – | Sell |
-1,434
| Closed | -$65K | – | 489 |
|
|
2014
Q3 | $65K | Buy |
+1,434
| New | +$65K | 0.04% | 353 |
|