Next Financial Group’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-279
| Closed | -$11K | – | 1737 |
|
|
2017
Q3 | $11K | Hold |
279
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q2 | $11K | Hold |
279
| – | – | ﹤0.01% | 1304 |
|
|
2017
Q1 | $11K | Sell |
279
-429
| -61% | -$16.9K | ﹤0.01% | 1261 |
|
|
2016
Q4 | $27K | Hold |
708
| – | – | ﹤0.01% | 1244 |
|
|
2016
Q3 | $26K | Buy |
708
+429
| +154% | +$15.8K | ﹤0.01% | 1242 |
|
|
2016
Q2 | $9K | Sell |
279
-880
| -76% | -$28.4K | ﹤0.01% | 1253 |
|
|
2016
Q1 | $23K | Hold |
1,159
| – | – | 0.01% | 893 |
|
|
2015
Q4 | $32K | Sell |
1,159
-7
| -0.6% | -$193 | 0.01% | 780 |
|
|
2015
Q3 | $37K | Buy |
1,166
+200
| +21% | +$6.35K | 0.01% | 744 |
|
|
2015
Q2 | $46K | Hold |
966
| – | – | 0.02% | 694 |
|
|
2015
Q1 | $47K | Buy |
966
+860
| +811% | +$41.8K | 0.02% | 688 |
|
|
2014
Q4 | $5K | Sell |
106
-1,273
| -92% | -$60K | ﹤0.01% | 1544 |
|
|
2014
Q3 | $83K | Hold |
1,379
| – | – | 0.02% | 724 |
|
|
2014
Q2 | $76K | Buy |
+1,379
| New | +$76K | 0.04% | 279 |
|