Carroll Financial Associates’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 |
-179
| Closed | -$7K | – | 1408 |
|
|
2018
Q2 | $7K | Hold |
179
| – | – | ﹤0.01% | 976 |
|
|
2018
Q1 | $6K | Hold |
179
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q4 | $6K | Hold |
179
| – | – | ﹤0.01% | 985 |
|
|
2017
Q3 | $7K | Hold |
179
| – | – | ﹤0.01% | 925 |
|
|
2017
Q2 | $7K | Hold |
179
| – | – | ﹤0.01% | 929 |
|
|
2017
Q1 | $7K | Hold |
179
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $6K | Hold |
179
| – | – | ﹤0.01% | 925 |
|
|
2016
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 931 |
|
|
2016
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 913 |
|
|
2016
Q1 | $3K | Buy |
+179
| New | +$3K | ﹤0.01% | 1022 |
|