Summit Securities 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
Q3 | – | Sell |
-1,486
| Closed | -$76K | – | 747 |
|
|
2014
Q2 | $76K | Buy |
+1,486
| New | +$76K | 0.03% | 253 |
|
|
2014
Q1 | – | Sell |
-2,548
| Closed | -$122K | – | 607 |
|
|
2013
Q4 | $122K | Sell |
2,548
-743
| -23% | -$35.6K | 0.02% | 208 |
|
|
2013
Q3 | $164K | Buy |
3,291
+2,336
| +245% | +$116K | 0.06% | 126 |
|
|
2013
Q2 | $46K | Buy |
+955
| New | +$46K | 0.02% | 176 |
|