Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-425
| Closed | -$21K | – | 1085 |
|
|
2014
Q3 | $21K | Hold |
425
| – | – | 0.01% | 551 |
|
|
2014
Q2 | $22K | Hold |
425
| – | – | 0.01% | 532 |
|
|
2014
Q1 | $20K | Hold |
425
| – | – | 0.01% | 515 |
|
|
2013
Q4 | $20K | Hold |
425
| – | – | 0.01% | 457 |
|
|
2013
Q3 | $21K | Hold |
425
| – | – | 0.01% | 471 |
|
|
2013
Q2 | $21K | Buy |
+425
| New | +$21K | 0.01% | 458 |
|