Wealthspire Advisors (Maryland)’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 |
-12,957
| Closed | -$532K | – | 2114 |
|
|
2016
Q4 | $532K | Sell |
12,957
-1,982
| -13% | -$81.4K | 0.08% | 166 |
|
|
2016
Q3 | $639K | Sell |
14,939
-504
| -3% | -$21.6K | 0.1% | 142 |
|
|
2016
Q2 | $566K | Buy |
15,443
+33
| +0.2% | +$1.21K | 0.09% | 144 |
|
|
2016
Q1 | $472K | Buy |
15,410
+3,450
| +29% | +$106K | 0.08% | 165 |
|
|
2015
Q4 | $286K | Buy |
+11,960
| New | +$286K | 0.05% | 266 |
|