VFA
SEP

Valeo Financial Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Valeo Financial Advisors’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,652
Closed -$56K – 1816
2018
Q1 		$56K Buy
1,652
+21
+1% +$712 0.01% 471
2017
Q4 		$64K Sell
1,631
-1,090
-40% -$42.8K 0.01% 432
2017
Q3 		$121K Buy
+2,721
New +$121K 0.03% 265