Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$96K | – | 991 |
|
|
2015
Q3 | $96K | Sell |
2,400
-46
| -2% | -$1.84K | 0.02% | 346 |
|
|
2015
Q2 | $112K | Sell |
2,446
-1,219
| -33% | -$55.8K | 0.03% | 324 |
|
|
2015
Q1 | $190K | Sell |
3,665
-1,890
| -34% | -$98K | 0.05% | 258 |
|
|
2014
Q4 | $316K | Sell |
5,555
-158
| -3% | -$8.99K | 0.08% | 180 |
|
|
2014
Q3 | $303K | Buy |
5,713
+200
| +4% | +$10.6K | 0.09% | 184 |
|
|
2014
Q2 | $294K | Sell |
5,513
-439
| -7% | -$23.4K | 0.1% | 167 |
|
|
2014
Q1 | $291K | Sell |
5,952
-107
| -2% | -$5.23K | 0.12% | 156 |
|
|
2013
Q4 | $275K | Buy |
6,059
+342
| +6% | +$15.5K | 0.16% | 136 |
|
|
2013
Q3 | $251K | Sell |
5,717
-924
| -14% | -$40.6K | 0.15% | 147 |
|
|
2013
Q2 | $305K | Buy |
+6,641
| New | +$305K | 0.17% | 128 |
|