Mark Sheptoff Financial Planning’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 |
-1,960
| Closed | -$81K | – | 381 |
|
|
2016
Q4 | $81K | Hold |
1,960
| – | – | 0.06% | 145 |
|
|
2016
Q3 | $84K | Buy |
1,960
+1,000
| +104% | +$42.9K | 0.06% | 135 |
|
|
2016
Q2 | $35K | Hold |
960
| – | – | 0.03% | 179 |
|
|
2016
Q1 | $29K | Sell |
960
-640
| -40% | -$19.3K | 0.02% | 186 |
|
|
2015
Q4 | $38K | Sell |
1,600
-500
| -24% | -$11.9K | 0.03% | 183 |
|
|
2015
Q3 | $55K | Sell |
2,100
-2,300
| -52% | -$60.2K | 0.05% | 153 |
|
|
2015
Q2 | $143K | Buy |
4,400
+2,800
| +175% | +$91K | 0.12% | 119 |
|
|
2015
Q1 | $58K | Hold |
1,600
| – | – | 0.05% | 157 |
|
|
2014
Q4 | $58K | Hold |
1,600
| – | – | 0.05% | 157 |
|
|
2014
Q3 | $63K | Hold |
1,600
| – | – | 0.06% | 158 |
|
|
2014
Q2 | $68K | Hold |
1,600
| – | – | 0.06% | 161 |
|
|
2014
Q1 | $59K | Buy |
+1,600
| New | +$59K | 0.05% | 172 |
|