Sheaff Brock Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-5,635
| Closed | -$229K | – | 548 |
|
2018
Q2 | $229K | Sell |
5,635
-3,315
| -37% | -$135K | 0.02% | 405 |
|
2018
Q1 | $308K | Sell |
8,950
-472
| -5% | -$16.2K | 0.03% | 336 |
|
2017
Q4 | $365K | Sell |
9,422
-207
| -2% | -$8.02K | 0.05% | 311 |
|
2017
Q3 | $375K | Sell |
9,629
-93
| -1% | -$3.62K | 0.05% | 311 |
|
2017
Q2 | $390K | Buy |
9,722
+76
| +0.8% | +$3.05K | 0.05% | 329 |
|
2017
Q1 | $394K | Sell |
9,646
-1,326
| -12% | -$54.2K | 0.05% | 325 |
|
2016
Q4 | $417K | Buy |
10,972
+2,890
| +36% | +$110K | 0.05% | 312 |
|
2016
Q3 | $301K | Sell |
8,082
-2,430
| -23% | -$90.5K | 0.04% | 353 |
|
2016
Q2 | $364K | Sell |
10,512
-364
| -3% | -$12.6K | 0.05% | 332 |
|
2016
Q1 | $222K | Sell |
10,876
-637
| -6% | -$13K | 0.03% | 463 |
|
2015
Q4 | $321K | Buy |
+11,513
| New | +$321K | 0.04% | 393 |
|