AIA
WPZ
Avalon Investment & Advisory’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 |
-20,232
| Closed | -$821K | – | 378 |
|
|
2018
Q2 | $821K | Buy |
20,232
+1,318
| +7% | +$53.5K | 0.02% | 266 |
|
|
2018
Q1 | $651K | Buy |
18,914
+5,148
| +37% | +$177K | 0.02% | 286 |
|
|
2017
Q4 | $534K | Buy |
+13,766
| New | +$534K | 0.02% | 302 |
|
|
2016
Q3 | – | Sell |
-6,433
| Closed | -$223K | – | 335 |
|
|
2016
Q2 | $223K | Buy |
+6,433
| New | +$223K | 0.01% | 269 |
|
|
2016
Q1 | – | Sell |
-7,666
| Closed | -$213K | – | 302 |
|
|
2015
Q4 | $213K | Buy |
7,666
+1,382
| +22% | +$38.4K | 0.01% | 247 |
|
|
2015
Q3 | $201K | Buy |
+6,284
| New | +$201K | 0.01% | 238 |
|