Kanaly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $16K | Hold |
433
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $16K | Hold |
433
| – | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $15K | Hold |
433
| – | – | ﹤0.01% | 476 |
|
|
2016
Q1 | $9K | Hold |
433
| – | – | ﹤0.01% | 574 |
|
|
2015
Q4 | $12K | Hold |
433
| – | – | ﹤0.01% | 539 |
|
|
2015
Q3 | $14K | Hold |
433
| – | – | ﹤0.01% | 506 |
|
|
2015
Q2 | $21K | Buy |
+433
| New | +$21K | ﹤0.01% | 458 |
|
|
2015
Q1 | – | Sell |
-159
| Closed | -$8K | – | 756 |
|
|
2014
Q4 | $8K | Hold |
159
| – | – | ﹤0.01% | 499 |
|
|
2014
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 465 |
|
|
2014
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 476 |
|
|
2014
Q1 | $9K | Hold |
159
| – | – | ﹤0.01% | 520 |
|
|
2013
Q4 | $8K | Buy |
+159
| New | +$8K | ﹤0.01% | 492 |
|