Level Four Advisory Services’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 |
-56,891
| Closed | -$2.31M | – | 642 |
|
2018
Q2 | $2.31M | Buy |
56,891
+28,012
| +97% | +$1.14M | 0.17% | 127 |
|
2018
Q1 | $994K | Sell |
28,879
-4,153
| -13% | -$143K | 0.08% | 238 |
|
2017
Q4 | $1.28M | Sell |
33,032
-2,941
| -8% | -$114K | 0.1% | 187 |
|
2017
Q3 | $1.4M | Buy |
35,973
+26,380
| +275% | +$1.03M | 0.12% | 160 |
|
2017
Q2 | $394K | Sell |
9,593
-27,058
| -74% | -$1.11M | 0.06% | 298 |
|
2017
Q1 | $1.5M | Buy |
36,651
+688
| +2% | +$28.1K | 0.15% | 137 |
|
2016
Q4 | $1.37M | Buy |
+35,963
| New | +$1.37M | 0.17% | 129 |
|