JNBA Financial Advisors’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 |
-656
| Closed | -$27K | – | 783 |
|
|
2018
Q2 | $27K | Hold |
656
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $23K | Hold |
656
| – | – | ﹤0.01% | 299 |
|
|
2017
Q4 | $25K | Hold |
656
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $26K | Hold |
656
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $26K | Hold |
656
| – | – | 0.01% | 266 |
|
|
2017
Q1 | $27K | Sell |
656
-46
| -7% | -$1.89K | 0.01% | 262 |
|
|
2016
Q4 | $27K | Buy |
+702
| New | +$27K | 0.01% | 268 |
|
|
2016
Q3 | – | Sell |
-702
| Closed | -$24K | – | 1738 |
|
|
2016
Q2 | $24K | Hold |
702
| – | – | 0.01% | 271 |
|
|
2016
Q1 | $14K | Sell |
702
-31
| -4% | -$618 | 0.01% | 319 |
|
|
2015
Q4 | $20K | Buy |
+733
| New | +$20K | 0.01% | 288 |
|
|
2015
Q1 | – | Sell |
-80
| Closed | -$4K | – | 580 |
|
|
2014
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 452 |
|
|
2014
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 451 |
|