Ferris Capital’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 |
-5,805
| Closed | -$236K | – | 708 |
|
|
2018
Q2 | $236K | Buy |
5,805
+1,385
| +31% | +$56.3K | 0.1% | 129 |
|
|
2018
Q1 | $152K | Sell |
4,420
-8,780
| -67% | -$302K | 0.06% | 185 |
|
|
2017
Q4 | $512K | Buy |
13,200
+6,600
| +100% | +$256K | 0.18% | 112 |
|
|
2017
Q3 | $257K | Hold |
6,600
| – | – | 0.13% | 128 |
|
|
2017
Q2 | $265K | Buy |
+6,600
| New | +$265K | 0.12% | 124 |
|