Bollard Group’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
Q4 | – | Sell |
-433
| Closed | -$14K | – | 276 |
|
|
2015
Q3 | $14K | Buy |
433
+9
| +2% | +$291 | ﹤0.01% | 256 |
|
|
2015
Q2 | $21K | Buy |
+424
| New | +$21K | ﹤0.01% | 245 |
|
|
2013
Q4 | – | Sell |
-5,836
| Closed | -$266K | – | 270 |
|
|
2013
Q3 | $266K | Hold |
5,836
| – | – | 0.03% | 157 |
|
|
2013
Q2 | $262K | Buy |
+5,836
| New | +$262K | 0.05% | 130 |
|