CAPTRUST Financial Advisors’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 |
-2,825
| Closed | -$115K | – | 1782 |
|
|
2018
Q2 | $115K | Sell |
2,825
-39
| -1% | -$1.59K | 0.01% | 473 |
|
|
2018
Q1 | $98K | Sell |
2,864
-1,620
| -36% | -$55.4K | 0.01% | 457 |
|
|
2017
Q4 | $174K | Buy |
4,484
+4,249
| +1,808% | +$165K | 0.01% | 344 |
|
|
2017
Q3 | $9K | Buy |
+235
| New | +$9K | ﹤0.01% | 446 |
|