San Francisco Sentry Investment Group’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 |
-372
| Closed | -$19K | – | 607 |
|
|
2014
Q3 | $19K | Buy |
372
+186
| +100% | +$9.5K | 0.01% | 409 |
|
|
2014
Q2 | $10K | Hold |
186
| – | – | ﹤0.01% | 493 |
|
|
2014
Q1 | $9K | Hold |
186
| – | – | ﹤0.01% | 545 |
|
|
2013
Q4 | $9K | Hold |
186
| – | – | ﹤0.01% | 519 |
|
|
2013
Q3 | $9K | Hold |
186
| – | – | ﹤0.01% | 501 |
|
|
2013
Q2 | $9K | Buy |
+186
| New | +$9K | ﹤0.01% | 501 |
|