SeaBridge Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-12,016
| Closed | -$614K | – | 244 |
|
2014
Q4 | $614K | Hold |
12,016
| – | – | 0.13% | 115 |
|
2014
Q3 | $721K | Hold |
12,016
| – | – | 0.17% | 103 |
|
2014
Q2 | $720K | Buy |
12,016
+796
| +7% | +$47.7K | 0.15% | 105 |
|
2014
Q1 | $609K | Hold |
11,220
| – | – | 0.14% | 100 |
|
2013
Q4 | $598K | Buy |
11,220
+4,705
| +72% | +$251K | 0.13% | 105 |
|
2013
Q3 | $297K | Buy |
+6,515
| New | +$297K | 0.07% | 128 |
|