Spirit of America Management Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-110,650
| Closed | -$4.67M | – | 364 |
|
|
2014
Q4 | $4.67M | Buy |
110,650
+8,679
| +9% | +$366K | 1.19% | 18 |
|
|
2014
Q3 | $5.1M | Buy |
101,971
+43,566
| +75% | +$2.18M | 1.55% | 7 |
|
|
2014
Q2 | $2.99M | Hold |
58,405
| – | – | 1.19% | 14 |
|
|
2014
Q1 | $2.8M | Buy |
58,405
+37,175
| +175% | +$1.78M | 1.15% | 15 |
|
|
2013
Q4 | $1.02M | Sell |
21,230
-58,384
| -73% | -$2.8M | 0.8% | 43 |
|
|
2013
Q3 | $3.97M | Buy |
79,614
+5,308
| +7% | +$264K | 1.46% | 9 |
|
|
2013
Q2 | $3.61M | Buy |
+74,306
| New | +$3.61M | 1.3% | 14 |
|