OneDigital Investment Advisors’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 |
-740
| Closed | -$26K | – | 1340 |
|
|
2018
Q2 | $26K | Hold |
740
| – | – | 0.01% | 717 |
|
|
2018
Q1 | $25K | Hold |
740
| – | – | 0.01% | 743 |
|
|
2017
Q4 | $29K | Buy |
740
+83
| +13% | +$3.25K | ﹤0.01% | 671 |
|
|
2017
Q3 | $29K | Hold |
657
| – | – | 0.01% | 526 |
|
|
2017
Q2 | $28K | Buy |
+657
| New | +$28K | 0.01% | 640 |
|