Northwestern Mutual Wealth Management’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 |
-2,236
| Closed | -$91K | – | 2777 |
|
2018
Q2 | $91K | Sell |
2,236
-133
| -6% | -$5.41K | ﹤0.01% | 1030 |
|
2018
Q1 | $82K | Buy |
2,369
+480
| +25% | +$16.6K | ﹤0.01% | 1026 |
|
2017
Q4 | $73K | Buy |
1,889
+665
| +54% | +$25.7K | ﹤0.01% | 1025 |
|
2017
Q3 | $48K | Buy |
1,224
+108
| +10% | +$4.24K | ﹤0.01% | 1140 |
|
2017
Q2 | $45K | Sell |
1,116
-408
| -27% | -$16.5K | ﹤0.01% | 1129 |
|
2017
Q1 | $63K | Buy |
1,524
+408
| +37% | +$16.9K | ﹤0.01% | 968 |
|
2016
Q4 | $42K | Buy |
+1,116
| New | +$42K | ﹤0.01% | 1094 |
|
2016
Q3 | – | Sell |
-449
| Closed | -$16K | – | 1993 |
|
2016
Q2 | $16K | Sell |
449
-129
| -22% | -$4.6K | ﹤0.01% | 1246 |
|
2016
Q1 | $12K | Sell |
578
-301
| -34% | -$6.25K | ﹤0.01% | 1382 |
|
2015
Q4 | $24K | Sell |
879
-7,289
| -89% | -$199K | ﹤0.01% | 963 |
|
2015
Q3 | $261K | Buy |
8,168
+3,036
| +59% | +$97K | 0.01% | 448 |
|
2015
Q2 | $249K | Buy |
5,132
+3,274
| +176% | +$159K | 0.01% | 428 |
|
2015
Q1 | $91K | Buy |
+1,858
| New | +$91K | ﹤0.01% | 554 |
|
2013
Q3 | – | Sell |
-2,584
| Closed | -$116K | – | 1568 |
|
2013
Q2 | $116K | Buy |
+2,584
| New | +$116K | 0.01% | 420 |
|