Cumberland Advisors’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 |
-465
| Closed | -$15K | – | 71 |
|
|
2015
Q3 | $15K | Sell |
465
-597
| -56% | -$19.3K | 0.01% | 42 |
|
|
2015
Q2 | $51K | Hold |
1,062
| – | – | 0.03% | 42 |
|
|
2015
Q1 | $52K | Buy |
1,062
+213
| +25% | +$10.4K | 0.03% | 44 |
|
|
2014
Q4 | $43K | Hold |
849
| – | – | 0.03% | 54 |
|
|
2014
Q3 | $51K | Buy |
849
+425
| +100% | +$25.5K | 0.03% | 48 |
|
|
2014
Q2 | $25K | Buy |
+424
| New | +$25K | 0.02% | 48 |
|