AWM
WPZ
Avior Wealth Management’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 |
-14,173
| Closed | -$575K | – | 805 |
|
|
2018
Q2 | $575K | Buy |
14,173
+729
| +5% | +$29.6K | 0.13% | 153 |
|
|
2018
Q1 | $463K | Buy |
13,444
+2,787
| +26% | +$96K | 0.11% | 179 |
|
|
2017
Q4 | $413K | Buy |
10,657
+9,127
| +597% | +$354K | 0.09% | 196 |
|
|
2017
Q3 | $60K | Hold |
1,530
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $61K | Hold |
1,530
| – | – | 0.02% | 180 |
|
|
2017
Q1 | $62K | Buy |
1,530
+43
| +3% | +$1.74K | 0.02% | 215 |
|
|
2016
Q4 | $57K | Buy |
1,487
+1,280
| +618% | +$49.1K | 0.02% | 204 |
|
|
2016
Q3 | $8K | Buy |
207
+152
| +276% | +$5.87K | ﹤0.01% | 356 |
|
|
2016
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 433 |
|