WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,023
| Closed | -$380K | – | 146 |
|
|
2014
Q4 | $380K | Sell |
9,023
-531
| -6% | -$22.4K | 0.27% | 87 |
|
|
2014
Q3 | $477K | Buy |
9,554
+4,777
| +100% | +$239K | 0.38% | 85 |
|
|
2014
Q2 | $244K | Sell |
4,777
-4,777
| -50% | -$244K | 0.28% | 100 |
|
|
2014
Q1 | $458K | Hold |
9,554
| – | – | 0.4% | 94 |
|
|
2013
Q4 | $458K | Buy |
9,554
+4,777
| +100% | +$229K | 0.38% | 99 |
|
|
2013
Q3 | $238K | Hold |
4,777
| – | – | 0.28% | 97 |
|
|
2013
Q2 | $232K | Buy |
+4,777
| New | +$232K | 0.35% | 84 |
|