BBWA
WPZ

Bell & Brown Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,524
Closed -$711K – 92
2018
Q2 		$711K Buy
17,524
+350
+2% +$14.2K 0.7% 56
2018
Q1 		$624K Sell
17,174
-1,000
-6% -$36.3K 0.66% 61
2017
Q4 		$705K Buy
+18,174
New +$705K 0.73% 56