JWM
WPZ
Jacobus Wealth Management’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 |
-14,150
| Closed | -$901K | – | 320 |
|
|
2014
Q3 | $901K | Sell |
14,150
-1,295
| -8% | -$82.5K | 0.25% | 84 |
|
|
2014
Q2 | $982K | Buy |
15,445
+2,525
| +20% | +$161K | 0.25% | 87 |
|
|
2014
Q1 | $744K | Buy |
+12,920
| New | +$744K | 0.18% | 99 |
|
|
2013
Q4 | – | Sell |
-8,255
| Closed | -$399K | – | 322 |
|
|
2013
Q3 | $399K | Hold |
8,255
| – | – | 0.14% | 114 |
|
|
2013
Q2 | $394K | Buy |
+8,255
| New | +$394K | 0.14% | 113 |
|