WFG 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 |
-1,115
| Closed | -$47K | – | 2273 |
|
|
2014
Q4 | $47K | Sell |
1,115
-176
| -14% | -$7.42K | 0.01% | 914 |
|
|
2014
Q3 | $65K | Buy |
1,291
+690
| +115% | +$34.7K | 0.01% | 824 |
|
|
2014
Q2 | $31K | Buy |
601
+221
| +58% | +$11.4K | 0.01% | 1104 |
|
|
2014
Q1 | $18K | Sell |
380
-876
| -70% | -$41.5K | ﹤0.01% | 1289 |
|
|
2013
Q4 | $60K | Sell |
1,256
-151
| -11% | -$7.21K | 0.01% | 935 |
|
|
2013
Q3 | $70K | Buy |
1,407
+233
| +20% | +$11.6K | 0.01% | 811 |
|
|
2013
Q2 | $57K | Buy |
+1,174
| New | +$57K | 0.01% | 841 |
|