WEC
WPZ
Winslow Evans & Crocker’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 |
-10,704
| Closed | -$436K | – | 1159 |
|
|
2018
Q2 | $436K | Hold |
10,704
| – | – | 0.14% | 162 |
|
|
2018
Q1 | $369K | Hold |
10,704
| – | – | 0.12% | 175 |
|
|
2017
Q4 | $415K | Hold |
10,704
| – | – | 0.13% | 162 |
|
|
2017
Q3 | $416K | Sell |
10,704
-5,977
| -36% | -$233K | 0.14% | 160 |
|
|
2017
Q2 | $673K | Buy |
16,681
+11,087
| +198% | +$447K | 0.18% | 127 |
|
|
2017
Q1 | $228K | Hold |
5,594
| – | – | 0.07% | 279 |
|
|
2016
Q4 | $213K | Sell |
5,594
-5,544
| -50% | -$211K | 0.07% | 282 |
|
|
2016
Q3 | $414K | Hold |
11,138
| – | – | 0.12% | 180 |
|
|
2016
Q2 | $386K | Buy |
11,138
+1
| +0% | +$35 | 0.12% | 177 |
|
|
2016
Q1 | $228K | Sell |
11,137
-1
| -0% | -$20 | 0.07% | 249 |
|
|
2015
Q4 | $310K | Buy |
11,138
+10,310
| +1,245% | +$287K | 0.09% | 219 |
|
|
2015
Q3 | $26.4K | Sell |
828
-172
| -17% | -$5.48K | 0.01% | 654 |
|
|
2015
Q2 | $48.4K | Hold |
1,000
| – | – | 0.01% | 555 |
|
|
2015
Q1 | $49.2K | Buy |
+1,000
| New | +$49.2K | 0.01% | 548 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$11.5K | – | 1358 |
|
|
2014
Q1 | $11.5K | Sell |
200
-7,207
| -97% | -$415K | ﹤0.01% | 809 |
|
|
2013
Q4 | $419K | Buy |
+7,407
| New | +$419K | 0.14% | 172 |
|