FFSOTS
WPZ
Fiduciary Financial Services of The Southwest’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-37,685
| Closed | -$1.69M | – | 171 |
|
2014
Q4 | $1.69M | Sell |
37,685
-675
| -2% | -$30.2K | 0.48% | 65 |
|
2014
Q3 | $2.04M | Hold |
38,360
| – | – | 0.58% | 61 |
|
2014
Q2 | $2.08M | Buy |
38,360
+5
| +0% | +$272 | 0.58% | 61 |
|
2014
Q1 | $1.95M | Buy |
38,355
+60
| +0.2% | +$3.06K | 0.59% | 61 |
|
2013
Q4 | $1.95M | Buy |
38,295
+265
| +0.7% | +$13.5K | 0.61% | 58 |
|
2013
Q3 | $2.01M | Sell |
38,030
-1,082
| -3% | -$57.2K | 0.66% | 55 |
|
2013
Q2 | $2.02M | Buy |
+39,112
| New | +$2.02M | 0.67% | 51 |
|