WhitTier Trust Company’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 |
-1,484
| Closed | -$60K | – | 969 |
|
2018
Q2 | $60K | Hold |
1,484
| – | – | ﹤0.01% | 575 |
|
2018
Q1 | $51K | Hold |
1,484
| – | – | ﹤0.01% | 608 |
|
2017
Q4 | $58K | Sell |
1,484
-2,010
| -58% | -$78.6K | 0.01% | 558 |
|
2017
Q3 | $136K | Hold |
3,494
| – | – | 0.01% | 386 |
|
2017
Q2 | $140K | Hold |
3,494
| – | – | 0.01% | 383 |
|
2017
Q1 | $143K | Buy |
3,494
+2,010
| +135% | +$82.3K | 0.01% | 377 |
|
2016
Q4 | $56K | Hold |
1,484
| – | – | 0.01% | 511 |
|
2016
Q3 | $55K | Hold |
1,484
| – | – | 0.01% | 511 |
|
2016
Q2 | $51K | Hold |
1,484
| – | – | 0.01% | 521 |
|
2016
Q1 | $30K | Hold |
1,484
| – | – | ﹤0.01% | 611 |
|
2015
Q4 | $41K | Buy |
+1,484
| New | +$41K | ﹤0.01% | 548 |
|