Transamerica Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-216
| Closed | -$5K | – | 782 |
|
|
2016
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 620 |
|
|
2015
Q4 | $7K | Hold |
216
| – | – | ﹤0.01% | 651 |
|
|
2015
Q3 | $7K | Hold |
216
| – | – | ﹤0.01% | 630 |
|
|
2015
Q2 | $11K | Sell |
216
-173
| -44% | -$8.81K | ﹤0.01% | 627 |
|
|
2015
Q1 | $20K | Buy |
+389
| New | +$20K | ﹤0.01% | 547 |
|