Parkside Financial Bank & Trust’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 |
-37,890
| Closed | -$1.54M | – | 1686 |
|
|
2018
Q2 | $1.54M | Sell |
37,890
-1,025
| -3% | -$41.6K | 0.57% | 25 |
|
|
2018
Q1 | $1.34M | Buy |
38,915
+935
| +2% | +$32.2K | 0.51% | 31 |
|
|
2017
Q4 | $1.47M | Buy |
37,980
+420
| +1% | +$16.3K | 0.54% | 29 |
|
|
2017
Q3 | $1.46M | Buy |
37,560
+420
| +1% | +$16.3K | 0.57% | 27 |
|
|
2017
Q2 | $1.49M | Buy |
37,140
+525
| +1% | +$21.1K | 0.61% | 25 |
|
|
2017
Q1 | $1.5M | Buy |
36,615
+2,870
| +9% | +$117K | 0.64% | 24 |
|
|
2016
Q4 | $1.28M | Buy |
33,745
+2,790
| +9% | +$106K | 0.56% | 32 |
|
|
2016
Q3 | $1.15M | Buy |
+30,955
| New | +$1.15M | 0.53% | 35 |
|
|
2016
Q1 | – | Sell |
-7,646
| Closed | -$213K | – | 1144 |
|
|
2015
Q4 | $213K | Hold |
7,646
| – | – | 0.11% | 137 |
|
|
2015
Q3 | $244K | Buy |
+7,646
| New | +$244K | 0.14% | 113 |
|