Mosaic Family Wealth’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 |
-11,114
| Closed | -$457K | – | 759 |
|
|
2016
Q4 | $457K | Buy |
11,114
+12
| +0.1% | +$493 | 0.21% | 92 |
|
|
2016
Q3 | $475K | Buy |
11,102
+4,488
| +68% | +$192K | 0.22% | 88 |
|
|
2016
Q2 | $243K | Sell |
6,614
-497
| -7% | -$18.3K | 0.12% | 144 |
|
|
2016
Q1 | $217K | Buy |
7,111
+632
| +10% | +$19.3K | 0.1% | 135 |
|
|
2015
Q4 | $155K | Buy |
+6,479
| New | +$155K | 0.07% | 171 |
|