Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,040
| Closed | -$326K | – | 304 |
|
|
2018
Q2 | $326K | Hold |
8,040
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $277K | Hold |
8,040
| – | – | 0.02% | 228 |
|
|
2017
Q4 | $312K | Hold |
8,040
| – | – | 0.02% | 228 |
|
|
2017
Q3 | $313K | Hold |
8,040
| – | – | 0.02% | 221 |
|
|
2017
Q2 | $322K | Hold |
8,040
| – | – | 0.02% | 229 |
|
|
2017
Q1 | $328K | Hold |
8,040
| – | – | 0.02% | 224 |
|
|
2016
Q4 | $306K | Hold |
8,040
| – | – | 0.02% | 233 |
|
|
2016
Q3 | $299K | Hold |
8,040
| – | – | 0.02% | 219 |
|
|
2016
Q2 | $279K | Buy |
+8,040
| New | +$279K | 0.02% | 219 |
|
|
2016
Q1 | – | Sell |
-8,560
| Closed | -$238K | – | 187 |
|
|
2015
Q4 | $238K | Sell |
8,560
-32,326
| -79% | -$899K | 0.03% | 173 |
|
|
2015
Q3 | $1.31M | Sell |
40,886
-7,019
| -15% | -$224K | 0.18% | 123 |
|
|
2015
Q2 | $2.32M | Buy |
47,905
+1,205
| +3% | +$58.4K | 0.3% | 98 |
|
|
2015
Q1 | $2.3M | Buy |
+46,700
| New | +$2.3M | 0.29% | 101 |
|