Beach Investment Counsel’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-11,369
| Closed | -$317K | – | 174 |
|
2015
Q4 | $317K | Sell |
11,369
-1,424
| -11% | -$39.7K | 0.04% | 147 |
|
2015
Q3 | $408K | Hold |
12,793
| – | – | 0.05% | 133 |
|
2015
Q2 | $620K | Hold |
12,793
| – | – | 0.06% | 132 |
|
2015
Q1 | $630K | Sell |
12,793
-2,767
| -18% | -$136K | 0.06% | 126 |
|
2014
Q4 | $656K | Buy |
+15,560
| New | +$656K | 0.05% | 122 |
|