Rockefeller Financial Services’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $185K | Hold |
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|
2017
Q2 | $179K | Sell |
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|
2017
Q1 | $186K | Hold |
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|
2016
Q4 | $196K | Hold |
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|
2016
Q3 | $186K | Hold |
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|
2016
Q2 | $202K | Hold |
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|
2016
Q1 | $206K | Hold |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $304K | Hold |
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|
2015
Q1 | $342K | Hold |
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|
2014
Q4 | $376K | Buy |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $253K | Hold |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $215K | Hold |
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|
2013
Q3 | $208K | Hold |
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|
2013
Q2 | $218K | Buy |
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