BRWA
WPZ
B. Riley Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,015
| Closed | -$389K | – | 634 |
|
|
2015
Q2 | $389K | Sell |
8,015
-917
| -10% | -$44.5K | 0.1% | 263 |
|
|
2015
Q1 | $440K | Buy |
+8,932
| New | +$440K | 0.11% | 253 |
|
|
2014
Q4 | – | Sell |
-5,926
| Closed | -$377K | – | 3832 |
|
|
2014
Q3 | $377K | Sell |
5,926
-6,104
| -51% | -$388K | 0.1% | 278 |
|
|
2014
Q2 | $396K | Buy |
12,030
+6,170
| +105% | +$203K | 0.09% | 238 |
|
|
2014
Q1 | $337K | Buy |
5,860
+160
| +3% | +$9.16K | 0.1% | 239 |
|
|
2013
Q4 | $323K | Hold |
5,700
| – | – | 0.1% | 226 |
|
|
2013
Q3 | $275K | Hold |
5,700
| – | – | 0.09% | 243 |
|
|
2013
Q2 | $272K | Buy |
+5,700
| New | +$272K | 0.09% | 249 |
|