Joel Isaacson & Co’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 |
-2,570
| Closed | -$108K | – | 752 |
|
|
2014
Q4 | $108K | Hold |
2,570
| – | – | 0.03% | 225 |
|
|
2014
Q3 | $128K | Buy |
2,570
+531
| +26% | +$26.4K | 0.04% | 180 |
|
|
2014
Q2 | $104K | Hold |
2,039
| – | – | 0.03% | 197 |
|
|
2014
Q1 | $98K | Hold |
2,039
| – | – | 0.03% | 202 |
|
|
2013
Q4 | $98K | Hold |
2,039
| – | – | 0.04% | 191 |
|
|
2013
Q3 | $102K | Hold |
2,039
| – | – | 0.04% | 173 |
|
|
2013
Q2 | $99K | Buy |
+2,039
| New | +$99K | 0.05% | 147 |
|