Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-129
| Closed | -$5K | – | 1121 |
|
|
2017
Q4 | $5K | Buy |
+129
| New | +$5K | ﹤0.01% | 796 |
|
|
2015
Q3 | – | Sell |
-86
| Closed | -$4K | – | 1512 |
|
|
2015
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 1143 |
|
|
2015
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 1083 |
|
|
2014
Q2 | – | Sell |
-106
| Closed | -$5K | – | 932 |
|
|
2014
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 683 |
|
|
2013
Q4 | $5K | Sell |
106
-319
| -75% | -$15K | ﹤0.01% | 695 |
|
|
2013
Q3 | $21K | Buy |
425
+319
| +301% | +$15.8K | 0.01% | 340 |
|
|
2013
Q2 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 647 |
|