Wealthspire Advisors (Maryland)’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-366
| Closed | -$13K | – | 2672 |
|
|
2018
Q3 | $13K | Sell |
366
-880
| -71% | -$31.3K | ﹤0.01% | 1449 |
|
|
2018
Q2 | $44K | Sell |
1,246
-546
| -30% | -$19.3K | ﹤0.01% | 1027 |
|
|
2018
Q1 | $60K | Sell |
1,792
-235
| -12% | -$7.87K | 0.01% | 913 |
|
|
2017
Q4 | $80K | Hold |
2,027
| – | – | 0.01% | 806 |
|
|
2017
Q3 | $90K | Sell |
2,027
-28
| -1% | -$1.24K | 0.01% | 758 |
|
|
2017
Q2 | $88K | Buy |
2,055
+180
| +10% | +$7.71K | 0.01% | 742 |
|
|
2017
Q1 | $82K | Buy |
1,875
+1,104
| +143% | +$48.3K | 0.01% | 661 |
|
|
2016
Q4 | $35K | Sell |
771
-889
| -54% | -$40.4K | 0.01% | 865 |
|
|
2016
Q3 | $73K | Buy |
1,660
+535
| +48% | +$23.5K | 0.01% | 671 |
|
|
2016
Q2 | $53K | Sell |
1,125
-18
| -2% | -$848 | 0.01% | 723 |
|
|
2016
Q1 | $55K | Buy |
1,143
+902
| +374% | +$43.4K | 0.01% | 683 |
|
|
2015
Q4 | $11K | Buy |
+241
| New | +$11K | ﹤0.01% | 1184 |
|