Transamerica Financial Advisors’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
Q4 | – | Sell |
-372
| Closed | -$19K | – | 790 |
|
|
2014
Q3 | $19K | Hold |
372
| – | – | ﹤0.01% | 415 |
|
|
2014
Q2 | $20K | Buy |
372
+213
| +134% | +$11.5K | ﹤0.01% | 446 |
|
|
2014
Q1 | $8K | Hold |
159
| – | – | ﹤0.01% | 487 |
|
|
2013
Q4 | $8K | Sell |
159
-425
| -73% | -$21.4K | ﹤0.01% | 476 |
|
|
2013
Q3 | $30K | Hold |
584
| – | – | ﹤0.01% | 363 |
|
|
2013
Q2 | $29K | Buy |
+584
| New | +$29K | ﹤0.01% | 345 |
|