GW & Wade’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-6,580
| Closed | -$245K | – | 244 |
|
2016
Q3 | $245K | Hold |
6,580
| – | – | 0.04% | 194 |
|
2016
Q2 | $228K | Buy |
+6,580
| New | +$228K | 0.04% | 205 |
|
2015
Q4 | – | Sell |
-6,788
| Closed | -$217K | – | 232 |
|
2015
Q3 | $217K | Buy |
6,788
+113
| +2% | +$3.61K | 0.05% | 195 |
|
2015
Q2 | $323K | Buy |
6,675
+338
| +5% | +$16.4K | 0.06% | 182 |
|
2015
Q1 | $312K | Buy |
+6,337
| New | +$312K | 0.06% | 186 |
|