MYCIO Wealth Partners’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,332
| Closed | -$124K | – | 824 |
|
|
2016
Q3 | $124K | Buy |
3,332
+50
| +2% | +$1.86K | 0.02% | 228 |
|
|
2016
Q2 | $114K | Hold |
3,282
| – | – | 0.02% | 248 |
|
|
2016
Q1 | $67K | Hold |
3,282
| – | – | 0.01% | 284 |
|
|
2015
Q4 | $91K | Buy |
3,282
+193
| +6% | +$5.35K | 0.02% | 233 |
|
|
2015
Q3 | $99K | Hold |
3,089
| – | – | 0.02% | 210 |
|
|
2015
Q2 | $150K | Hold |
3,089
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $152K | Buy |
+3,089
| New | +$152K | 0.03% | 170 |
|