GM Advisory Group’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,414
| Closed | -$270K | – | 86 |
|
|
2014
Q4 | $270K | Hold |
6,414
| – | – | 0.15% | 51 |
|
|
2014
Q3 | $321K | Hold |
6,414
| – | – | 0.24% | 45 |
|
|
2014
Q2 | $328K | Sell |
6,414
-1,855
| -22% | -$94.9K | 0.28% | 44 |
|
|
2014
Q1 | $399K | Hold |
8,269
| – | – | 0.31% | 40 |
|
|
2013
Q4 | $396K | Buy |
+8,269
| New | +$396K | 0.41% | 33 |
|