B. Riley Wealth Management’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,676
| Closed | -$129K | – | 1009 |
|
|
2015
Q2 | $129K | Sell |
2,676
-2,259
| -46% | -$109K | 0.1% | 234 |
|
|
2015
Q1 | $242K | Sell |
4,935
-667
| -12% | -$32.7K | 0.18% | 165 |
|
|
2014
Q4 | $286K | Sell |
5,602
-2,737
| -33% | -$140K | 0.23% | 112 |
|
|
2014
Q3 | $500K | Sell |
8,339
-1,061
| -11% | -$63.6K | 0.37% | 61 |
|
|
2014
Q2 | $563K | Buy |
9,400
+930
| +11% | +$55.7K | 0.36% | 58 |
|
|
2014
Q1 | $459K | Buy |
+8,470
| New | +$459K | 0.34% | 69 |
|