LWCFA
WPZ
Loring Wolcott & Coolidge Fiduciary Advisors’s Williams Partners L.P. WPZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,632
| Closed | -$194K | – | 755 |
|
2018
Q1 | $194K | Hold |
5,632
| – | – | ﹤0.01% | 279 |
|
2017
Q4 | $218K | Hold |
5,632
| – | – | ﹤0.01% | 276 |
|
2017
Q3 | $219K | Hold |
5,632
| – | – | ﹤0.01% | 272 |
|
2017
Q2 | $233K | Hold |
5,632
| – | – | ﹤0.01% | 261 |
|
2017
Q1 | $230K | Hold |
5,632
| – | – | ﹤0.01% | 260 |
|
2016
Q4 | $214K | Hold |
5,632
| – | – | ﹤0.01% | 258 |
|
2016
Q3 | $209K | Hold |
5,632
| – | – | ﹤0.01% | 257 |
|
2016
Q2 | $195K | Hold |
5,632
| – | – | ﹤0.01% | 258 |
|
2016
Q1 | $115K | Hold |
5,632
| – | – | ﹤0.01% | 305 |
|
2015
Q4 | $157K | Buy |
5,632
+2,166
| +62% | +$60.4K | ﹤0.01% | 285 |
|
2015
Q3 | $168K | Hold |
3,466
| – | – | ﹤0.01% | 295 |
|
2015
Q2 | $168K | Hold |
3,466
| – | – | ﹤0.01% | 295 |
|
2015
Q1 | $171K | Buy |
+3,466
| New | +$171K | ﹤0.01% | 305 |
|