Plancorp LLC’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 |
-8,528
| Closed | -$346K | – | 180 |
|
|
2018
Q2 | $346K | Hold |
8,528
| – | – | 0.14% | 119 |
|
|
2018
Q1 | $293K | Buy |
8,528
+69
| +0.8% | +$2.37K | 0.09% | 131 |
|
|
2017
Q4 | $328K | Hold |
8,459
| – | – | 0.11% | 123 |
|
|
2017
Q3 | $329K | Hold |
8,459
| – | – | 0.1% | 116 |
|
|
2017
Q2 | $339K | Hold |
8,459
| – | – | 0.1% | 115 |
|
|
2017
Q1 | $345K | Hold |
8,459
| – | – | 0.1% | 121 |
|
|
2016
Q4 | $322K | Buy |
+8,459
| New | +$322K | 0.09% | 120 |
|
|
2016
Q1 | – | Sell |
-8,459
| Closed | -$236K | – | 89 |
|
|
2015
Q4 | $236K | Hold |
8,459
| – | – | 0.28% | 67 |
|
|
2015
Q3 | $270K | Hold |
8,459
| – | – | 0.24% | 75 |
|
|
2015
Q2 | $410K | Buy |
+8,459
| New | +$410K | 0.38% | 49 |
|