Optimum Investment Advisors’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 |
-1,698
| Closed | -$72K | – | 1042 |
|
|
2014
Q4 | $72K | Hold |
1,698
| – | – | 0.02% | 428 |
|
|
2014
Q3 | $82K | Hold |
1,698
| – | – | 0.03% | 379 |
|
|
2014
Q2 | $87K | Sell |
1,698
-425
| -20% | -$21.8K | 0.03% | 369 |
|
|
2014
Q1 | $102K | Buy |
2,123
+531
| +33% | +$25.5K | 0.04% | 297 |
|
|
2013
Q4 | $76K | Hold |
1,592
| – | – | 0.03% | 337 |
|
|
2013
Q3 | $79K | Buy |
+1,592
| New | +$79K | 0.03% | 306 |
|