TWA
WPZ
TCI Wealth Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-533
| Closed | -$11K | – | 1504 |
|
|
2016
Q1 | $11K | Buy |
+533
| New | +$11K | 0.01% | 566 |
|
|
2015
Q2 | – | Sell |
-433
| Closed | -$21K | – | 1060 |
|
|
2015
Q1 | $21K | Sell |
433
-67
| -13% | -$3.25K | 0.01% | 350 |
|
|
2014
Q4 | $22K | Hold |
500
| – | – | 0.01% | 345 |
|
|
2014
Q3 | $27K | Hold |
500
| – | – | 0.02% | 305 |
|
|
2014
Q2 | $27K | Hold |
500
| – | – | 0.02% | 316 |
|
|
2014
Q1 | $25K | Sell |
500
-1,000
| -67% | -$50K | 0.02% | 306 |
|
|
2013
Q4 | $76K | Buy |
1,500
+1,000
| +200% | +$50.7K | 0.05% | 196 |
|
|
2013
Q3 | $26K | Hold |
500
| – | – | 0.02% | 268 |
|
|
2013
Q2 | $26K | Buy |
+500
| New | +$26K | 0.02% | 279 |
|