Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,005
| Closed | -$393K | – | 743 |
|
|
2014
Q3 | $393K | Sell |
10,005
-1,593
| -14% | -$62.6K | 0.21% | 63 |
|
|
2014
Q2 | $493K | Hold |
11,598
| – | – | 0.21% | 48 |
|
|
2014
Q1 | $428K | Sell |
11,598
-407
| -3% | -$15K | 0.19% | 55 |
|
|
2013
Q4 | $428K | Buy |
12,005
+10,005
| +500% | +$357K | 0.15% | 75 |
|
|
2013
Q3 | $68K | Buy |
+2,000
| New | +$68K | 0.03% | 198 |
|