Plante Moran Financial Advisors’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 |
-3,959
| Closed | -$163K | – | 1098 |
|
|
2016
Q4 | $163K | Buy |
3,959
+497
| +14% | +$20.5K | 0.1% | 146 |
|
|
2016
Q3 | $148K | Sell |
3,462
-1,176
| -25% | -$50.3K | 0.1% | 149 |
|
|
2016
Q2 | $170K | Buy |
4,638
+673
| +17% | +$24.7K | 0.12% | 130 |
|
|
2016
Q1 | $121K | Buy |
3,965
+1,002
| +34% | +$30.6K | 0.09% | 155 |
|
|
2015
Q4 | $71K | Sell |
2,963
-224
| -7% | -$5.37K | 0.05% | 230 |
|
|
2015
Q3 | $84K | Sell |
3,187
-32
| -1% | -$843 | 0.07% | 202 |
|
|
2015
Q2 | $105K | Sell |
3,219
-1,328
| -29% | -$43.3K | 0.08% | 182 |
|
|
2015
Q1 | $164K | Sell |
4,547
-144
| -3% | -$5.19K | 0.11% | 131 |
|
|
2014
Q4 | $170K | Buy |
4,691
+23
| +0.5% | +$834 | 0.13% | 120 |
|
|
2014
Q3 | $183K | Buy |
4,668
+1,492
| +47% | +$58.5K | 0.16% | 103 |
|
|
2014
Q2 | $135K | Buy |
3,176
+2,857
| +896% | +$121K | 0.12% | 118 |
|
|
2014
Q1 | $12K | Buy |
319
+14
| +5% | +$527 | 0.01% | 335 |
|
|
2013
Q4 | $11K | Sell |
305
-1,186
| -80% | -$42.8K | 0.01% | 435 |
|
|
2013
Q3 | $51K | Buy |
1,491
+670
| +82% | +$22.9K | 0.03% | 193 |
|
|
2013
Q2 | $28K | Buy |
+821
| New | +$28K | 0.02% | 219 |
|