Wills Financial Group’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 |
-7,419
| Closed | -$312K | – | 87 |
|
|
2014
Q4 | $312K | Sell |
7,419
-5,187
| -41% | -$218K | 0.25% | 63 |
|
|
2014
Q3 | $629K | Buy |
12,606
+1,035
| +9% | +$51.6K | 0.53% | 46 |
|
|
2014
Q2 | $592K | Buy |
11,571
+6,529
| +129% | +$334K | 0.49% | 50 |
|
|
2014
Q1 | $241K | Buy |
5,042
+531
| +12% | +$25.4K | 0.23% | 62 |
|
|
2013
Q4 | $216K | Buy |
+4,511
| New | +$216K | 0.22% | 62 |
|