WealthTrust Axiom’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 |
-5,144
| Closed | -$211K | – | 243 |
|
|
2016
Q4 | $211K | Buy |
5,144
+166
| +3% | +$6.81K | 0.08% | 194 |
|
|
2016
Q3 | $212K | Buy |
+4,978
| New | +$212K | 0.08% | 193 |
|
|
2015
Q2 | – | Sell |
-6,428
| Closed | -$232K | – | 238 |
|
|
2015
Q1 | $232K | Hold |
6,428
| – | – | 0.08% | 183 |
|
|
2014
Q4 | $233K | Sell |
6,428
-300
| -4% | -$10.9K | 0.08% | 179 |
|
|
2014
Q3 | $264K | Hold |
6,728
| – | – | 0.09% | 162 |
|
|
2014
Q2 | $285K | Hold |
6,728
| – | – | 0.1% | 153 |
|
|
2014
Q1 | $248K | Buy |
6,728
+150
| +2% | +$5.53K | 0.09% | 155 |
|
|
2013
Q4 | $234K | Buy |
6,578
+253
| +4% | +$9K | 0.09% | 147 |
|
|
2013
Q3 | $216K | Hold |
6,325
| – | – | 0.09% | 148 |
|
|
2013
Q2 | $217K | Buy |
+6,325
| New | +$217K | 0.09% | 145 |
|