J.P. Morgan Private Wealth Advisors’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 |
-101,221
| Closed | -$4.11M | – | 1633 |
|
|
2018
Q2 | $4.11M | Buy |
+101,221
| New | +$4.11M | 0.02% | 440 |
|
|
2017
Q3 | – | Sell |
-7,543
| Closed | -$303K | – | 1310 |
|
|
2017
Q2 | $303K | Sell |
7,543
-31,507
| -81% | -$1.27M | ﹤0.01% | 1013 |
|
|
2017
Q1 | $1.59M | Buy |
+39,050
| New | +$1.59M | 0.01% | 517 |
|
|
2016
Q4 | – | Sell |
-37,994
| Closed | -$1.41M | – | 1338 |
|
|
2016
Q3 | $1.41M | Buy |
37,994
+8,525
| +29% | +$317K | 0.01% | 514 |
|
|
2016
Q2 | $1.02M | Sell |
29,469
-6,514
| -18% | -$226K | 0.01% | 591 |
|
|
2016
Q1 | $736K | Buy |
+35,983
| New | +$736K | 0.01% | 633 |
|
|
2015
Q4 | – | Sell |
-68,816
| Closed | -$2.2M | – | 1261 |
|
|
2015
Q3 | $2.2M | Buy |
+68,816
| New | +$2.2M | 0.03% | 320 |
|
|
2015
Q2 | – | Sell |
-15,961
| Closed | -$786K | – | 1191 |
|
|
2015
Q1 | $786K | Buy |
+15,961
| New | +$786K | 0.01% | 592 |
|