Financial Architects (New Jersey)’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
Q1 | – | Sell |
-620
| Closed | -$24K | – | 1507 |
|
|
2017
Q4 | $24K | Sell |
620
-527
| -46% | -$20.4K | ﹤0.01% | 814 |
|
|
2017
Q3 | $45K | Sell |
1,147
-60
| -5% | -$2.35K | 0.01% | 644 |
|
|
2017
Q2 | $48K | Buy |
1,207
+130
| +12% | +$5.17K | 0.01% | 607 |
|
|
2017
Q1 | $44K | Buy |
1,077
+330
| +44% | +$13.5K | 0.01% | 628 |
|
|
2016
Q4 | $29K | Hold |
747
| – | – | 0.01% | 732 |
|
|
2016
Q3 | $27K | Buy |
747
+547
| +274% | +$19.8K | 0.01% | 757 |
|
|
2016
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1050 |
|
|
2015
Q3 | – | Sell |
-2,338
| Closed | -$113K | – | 1169 |
|
|
2015
Q2 | $113K | Buy |
+2,338
| New | +$113K | 0.04% | 280 |
|