Valley Wealth Managers’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 |
-57
| Closed | -$2K | – | 263 |
|
|
2016
Q4 | $2K | Sell |
57
-4,793
| -99% | -$168K | ﹤0.01% | 236 |
|
|
2016
Q3 | $207K | Sell |
4,850
-750
| -13% | -$32K | 0.03% | 119 |
|
|
2016
Q2 | $205K | Buy |
+5,600
| New | +$205K | 0.03% | 114 |
|
|
2014
Q3 | – | Sell |
-24,857
| Closed | -$1.06M | – | 107 |
|
|
2014
Q2 | $1.06M | Buy |
24,857
+533
| +2% | +$22.6K | 0.2% | 58 |
|
|
2014
Q1 | $899K | Buy |
24,324
+225
| +0.9% | +$8.32K | 0.18% | 62 |
|
|
2013
Q4 | $858K | Buy |
24,099
+2,100
| +10% | +$74.8K | 0.18% | 59 |
|
|
2013
Q3 | $753K | Buy |
21,999
+100
| +0.5% | +$3.42K | 0.16% | 57 |
|
|
2013
Q2 | $755K | Buy |
+21,899
| New | +$755K | 0.17% | 58 |
|