Reilly Financial Advisors’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 |
-129
| Closed | -$5K | – | 1081 |
|
|
2018
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 823 |
|
|
2018
Q1 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 835 |
|
|
2017
Q4 | – | Sell |
-129
| Closed | -$5K | – | 1074 |
|
|
2017
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 783 |
|
|
2017
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 793 |
|
|
2017
Q1 | $5K | Hold |
129
| – | – | ﹤0.01% | 765 |
|
|
2016
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 691 |
|
|
2016
Q3 | $5K | Buy |
129
+43
| +50% | +$1.67K | ﹤0.01% | 664 |
|
|
2016
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 705 |
|
|
2016
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 836 |
|
|
2015
Q4 | $2K | Sell |
86
-86
| -50% | -$2K | ﹤0.01% | 843 |
|
|
2015
Q3 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 979 |
|
|
2015
Q1 | – | Sell |
-106
| Closed | -$5K | – | 1413 |
|
|
2014
Q4 | $5K | Sell |
106
-106
| -50% | -$5K | ﹤0.01% | 641 |
|
|
2014
Q3 | $13K | Hold |
212
| – | – | ﹤0.01% | 480 |
|
|
2014
Q2 | $13K | Buy |
+212
| New | +$13K | ﹤0.01% | 511 |
|