LIM
WPZ
Leavell Investment Management’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 |
-10,732
| Closed | -$436K | – | 385 |
|
|
2018
Q2 | $436K | Buy |
10,732
+2,318
| +28% | +$94.2K | 0.05% | 269 |
|
|
2018
Q1 | $290K | Hold |
8,414
| – | – | 0.03% | 317 |
|
|
2017
Q4 | $326K | Hold |
8,414
| – | – | 0.04% | 307 |
|
|
2017
Q3 | $327K | Hold |
8,414
| – | – | 0.04% | 296 |
|
|
2017
Q2 | $337K | Hold |
8,414
| – | – | 0.04% | 300 |
|
|
2017
Q1 | $344K | Hold |
8,414
| – | – | 0.04% | 288 |
|
|
2016
Q4 | $320K | Hold |
8,414
| – | – | 0.04% | 294 |
|
|
2016
Q3 | $313K | Hold |
8,414
| – | – | 0.05% | 299 |
|
|
2016
Q2 | $291K | Buy |
+8,414
| New | +$291K | 0.04% | 314 |
|
|
2016
Q1 | – | Sell |
-8,414
| Closed | -$234K | – | 387 |
|
|
2015
Q4 | $234K | Hold |
8,414
| – | – | 0.03% | 340 |
|
|
2015
Q3 | $269K | Hold |
8,414
| – | – | 0.04% | 331 |
|
|
2015
Q2 | $407K | Hold |
8,414
| – | – | 0.06% | 270 |
|
|
2015
Q1 | $414K | Buy |
+8,414
| New | +$414K | 0.06% | 279 |
|