United Capital 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 |
-60,857
| Closed | -$2.5M | – | 1312 |
|
|
2016
Q4 | $2.5M | Buy |
60,857
+255
| +0.4% | +$10.5K | 0.02% | 513 |
|
|
2016
Q3 | $2.59M | Sell |
60,602
-7,282
| -11% | -$311K | 0.03% | 524 |
|
|
2016
Q2 | $2.51M | Sell |
67,884
-918
| -1% | -$34K | 0.03% | 513 |
|
|
2016
Q1 | $2.11M | Sell |
68,802
-2,889
| -4% | -$88.4K | 0.02% | 519 |
|
|
2015
Q4 | $1.72M | Sell |
71,691
-15,041
| -17% | -$360K | 0.02% | 574 |
|
|
2015
Q3 | $2.28M | Sell |
86,732
-5,587
| -6% | -$147K | 0.03% | 503 |
|
|
2015
Q2 | $3.01M | Buy |
92,319
+3,914
| +4% | +$128K | 0.03% | 479 |
|
|
2015
Q1 | $3.29M | Buy |
88,405
+23,027
| +35% | +$858K | 0.04% | 441 |
|
|
2014
Q4 | $2.37M | Buy |
65,378
+6,449
| +11% | +$234K | 0.04% | 426 |
|
|
2014
Q3 | $2.31M | Sell |
58,929
-4,385
| -7% | -$172K | 0.04% | 409 |
|
|
2014
Q2 | $2.69M | Buy |
63,314
+1,394
| +2% | +$59.2K | 0.05% | 347 |
|
|
2014
Q1 | $2.29M | Buy |
+61,920
| New | +$2.29M | 0.05% | 337 |
|
|
2013
Q4 | – | Sell |
-60,243
| Closed | -$2.06M | – | 793 |
|
|
2013
Q3 | $2.06M | Sell |
60,243
-4,729
| -7% | -$162K | 0.07% | 249 |
|
|
2013
Q2 | $2.24M | Buy |
+64,972
| New | +$2.24M | 0.06% | 292 |
|