Sargent Bickham Lagudis’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-144
| Closed | -$6K | – | 808 |
|
|
2018
Q2 | $6K | Hold |
144
| – | – | ﹤0.01% | 659 |
|
|
2018
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 672 |
|
|
2017
Q4 | $6K | Sell |
144
-600
| -81% | -$22.5K | ﹤0.01% | 680 |
|
|
2017
Q3 | $29K | Buy |
744
+600
| +417% | +$23.7K | ﹤0.01% | 449 |
|
|
2017
Q2 | $6K | Hold |
144
| – | – | ﹤0.01% | 648 |
|
|
2017
Q1 | $6K | Hold |
144
| – | – | ﹤0.01% | 652 |
|
|
2016
Q4 | $5K | Sell |
144
-268
| -65% | -$9.63K | ﹤0.01% | 631 |
|
|
2016
Q3 | $15 | Sell |
412
-162
| -28% | -$5.96K | ﹤0.01% | 521 |
|
|
2016
Q2 | $20K | Hold |
574
| – | – | ﹤0.01% | 462 |
|
|
2016
Q1 | $12K | Buy |
+574
| New | +$11.3K | ﹤0.01% | 549 |
|