CG
WPZ
Caprock Group’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,016
| Closed | -$217K | – | 510 |
|
|
2017
Q4 | $217K | Buy |
+5,016
| New | +$217K | 0.04% | 406 |
|
|
2017
Q2 | – | Sell |
-16,454
| Closed | -$672K | – | 487 |
|
|
2017
Q1 | $672K | Hold |
16,454
| – | – | 0.16% | 129 |
|
|
2016
Q4 | $626K | Buy |
16,454
+267
| +2% | +$10.2K | 0.16% | 120 |
|
|
2016
Q3 | $602K | Buy |
+16,187
| New | +$602K | 0.14% | 142 |
|