Reilly Financial 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-100
| Closed | -$4K | – | 994 |
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 804 |
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 619 |
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 702 |
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 716 |
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1032 |
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1085 |
|
2015
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1027 |
|