Wealthfront’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 |
-17,822
| Closed | -$732K | – | 436 |
|
2016
Q4 | $732K | Buy |
17,822
+297
| +2% | +$12.2K | 0.02% | 144 |
|
2016
Q3 | $749K | Buy |
17,525
+2,286
| +15% | +$97.7K | 0.02% | 139 |
|
2016
Q2 | $558K | Buy |
15,239
+1,191
| +8% | +$43.6K | 0.02% | 155 |
|
2016
Q1 | $430K | Buy |
+14,048
| New | +$430K | 0.01% | 173 |
|
2015
Q4 | – | Sell |
-5,236
| Closed | -$138K | – | 1300 |
|
2015
Q3 | $138K | Buy |
5,236
+3,248
| +163% | +$85.6K | 0.01% | 353 |
|
2015
Q2 | $65K | Sell |
1,988
-5,458
| -73% | -$178K | ﹤0.01% | 473 |
|
2015
Q1 | $269K | Buy |
7,446
+4,640
| +165% | +$168K | 0.01% | 183 |
|
2014
Q4 | $102K | Sell |
2,806
-922
| -25% | -$33.5K | 0.01% | 353 |
|
2014
Q3 | $146K | Buy |
3,728
+741
| +25% | +$29K | 0.01% | 214 |
|
2014
Q2 | $127K | Buy |
2,987
+973
| +48% | +$41.4K | 0.01% | 176 |
|
2014
Q1 | $76K | Buy |
+2,014
| New | +$76K | 0.01% | 187 |
|