WFG Advisors’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $177K | Hold |
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|
2017
Q1 | $180K | Hold |
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|
2016
Q4 | $189K | Buy |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $148K | Sell |
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|
2016
Q1 | $175K | Buy |
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|
2015
Q4 | $174K | Buy |
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|
2015
Q3 | $134K | Sell |
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|
2015
Q2 | $163K | Hold |
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|
2015
Q1 | $183K | Sell |
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|
2014
Q4 | $711K | Buy |
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|
2014
Q3 | $650K | Buy |
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|
2014
Q2 | $654K | Buy |
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|
2014
Q1 | $553K | Sell |
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|
2013
Q4 | $524K | Buy |
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|
2013
Q3 | $506K | Sell |
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|
2013
Q2 | $635K | Buy |
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