FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,375
| Closed | -$91K | – | 1245 |
|
|
2016
Q4 | $91K | Hold |
2,375
| – | – | 0.01% | 496 |
|
|
2016
Q3 | $88K | Buy |
2,375
+2,323
| +4,467% | +$86.1K | 0.01% | 489 |
|
|
2016
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1249 |
|
|
2015
Q3 | – | Sell |
-476
| Closed | -$23K | – | 1640 |
|
|
2015
Q2 | $23K | Sell |
476
-959
| -67% | -$46.3K | ﹤0.01% | 858 |
|
|
2015
Q1 | $71K | Buy |
+1,435
| New | +$71K | 0.01% | 573 |
|