IT
WPZ
Independence Trust’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,500
| Closed | -$223K | – | 145 |
|
|
2014
Q3 | $223K | Sell |
3,500
-6,027
| -63% | -$384K | 0.15% | 89 |
|
|
2014
Q2 | $605K | Sell |
9,527
-2,814
| -23% | -$179K | 0.39% | 45 |
|
|
2014
Q1 | $710K | Sell |
12,341
-1,807
| -13% | -$104K | 0.49% | 36 |
|
|
2013
Q4 | $800K | Sell |
14,148
-585
| -4% | -$33.1K | 0.55% | 32 |
|
|
2013
Q3 | $712K | Sell |
14,733
-1,565
| -10% | -$75.6K | 0.53% | 33 |
|
|
2013
Q2 | $777K | Buy |
+16,298
| New | +$777K | 0.56% | 34 |
|