Advisor Group’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 |
-6,299
| Closed | -$256K | – | 5395 |
|
|
2018
Q2 | $256K | Sell |
6,299
-291
| -4% | -$11.1K | ﹤0.01% | 1793 |
|
|
2018
Q1 | $227K | Sell |
6,590
-864
| -12% | -$33.7K | ﹤0.01% | 1877 |
|
|
2017
Q4 | $289K | Buy |
7,454
+653
| +10% | +$24.5K | ﹤0.01% | 1714 |
|
|
2017
Q3 | $264K | Sell |
6,801
-1,236
| -15% | -$48.8K | ﹤0.01% | 1632 |
|
|
2017
Q2 | $322K | Sell |
8,037
-755
| -9% | -$30.2K | 0.01% | 1433 |
|
|
2017
Q1 | $359K | Buy |
8,792
+168
| +2% | +$6.75K | 0.01% | 1271 |
|
|
2016
Q4 | $329K | Sell |
8,624
-272
| -3% | -$9.77K | 0.01% | 1253 |
|
|
2016
Q3 | $331K | Buy |
8,896
+1,306
| +17% | +$48.1K | 0.01% | 1213 |
|
|
2016
Q2 | $260K | Buy |
+7,590
| New | +$225K | 0.01% | 1270 |
|