EHC
WPZ
Everett Harris & Co’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,584
| Closed | -$511K | – | 260 |
|
|
2018
Q2 | $511K | Hold |
12,584
| – | – | 0.01% | 162 |
|
|
2018
Q1 | $433K | Sell |
12,584
-850
| -6% | -$29.2K | 0.01% | 171 |
|
|
2017
Q4 | $521K | Buy |
13,434
+159
| +1% | +$6.17K | 0.01% | 166 |
|
|
2017
Q3 | $516K | Sell |
13,275
-121
| -0.9% | -$4.7K | 0.02% | 169 |
|
|
2017
Q2 | $537K | Hold |
13,396
| – | – | 0.02% | 161 |
|
|
2017
Q1 | $547K | Sell |
13,396
-387
| -3% | -$15.8K | 0.02% | 161 |
|
|
2016
Q4 | $524K | Sell |
13,783
-642
| -4% | -$24.4K | 0.02% | 162 |
|
|
2016
Q3 | $536K | Buy |
14,425
+1,051
| +8% | +$39.1K | 0.02% | 161 |
|
|
2016
Q2 | $463K | Buy |
13,374
+1,488
| +13% | +$51.5K | 0.02% | 170 |
|
|
2016
Q1 | $243K | Sell |
11,886
-818
| -6% | -$16.7K | 0.01% | 216 |
|
|
2015
Q4 | $354K | Buy |
12,704
+1,286
| +11% | +$35.8K | 0.01% | 187 |
|
|
2015
Q3 | $364K | Buy |
11,418
+1,700
| +17% | +$54.2K | 0.01% | 184 |
|
|
2015
Q2 | $471K | Sell |
9,718
-307
| -3% | -$14.9K | 0.02% | 176 |
|
|
2015
Q1 | $493K | Buy |
+10,025
| New | +$493K | 0.02% | 167 |
|