TW
SE

Transform Wealth’s Spectra Energy Corp Wi SE Stock Holding History

Transform Wealth’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-21,440
Closed -$881K – 235
2016
Q4 		$881K Buy
21,440
+1,583
+8% +$65K 0.35% 99
2016
Q3 		$849K Buy
+19,857
New +$849K 0.36% 89