San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-159
| Closed | -$10K | – | 570 |
|
|
2014
Q3 | $10K | Hold |
159
| – | – | 0.01% | 483 |
|
|
2014
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 492 |
|
|
2014
Q1 | $9K | Hold |
159
| – | – | ﹤0.01% | 543 |
|
|
2013
Q4 | $8K | Hold |
159
| – | – | ﹤0.01% | 533 |
|
|
2013
Q3 | $7K | Hold |
159
| – | – | ﹤0.01% | 533 |
|
|
2013
Q2 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 527 |
|