CWM
WPZ
Cedar 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 |
-1,300
| Closed | -$53K | – | 242 |
|
|
2018
Q2 | $53K | Sell |
1,300
-3,530
| -73% | -$144K | 0.03% | 80 |
|
|
2018
Q1 | $166K | Hold |
4,830
| – | – | 0.1% | 64 |
|
|
2017
Q4 | $187K | Hold |
4,830
| – | – | 0.11% | 57 |
|
|
2017
Q3 | $188K | Hold |
4,830
| – | – | 0.11% | 55 |
|
|
2017
Q2 | $194K | Hold |
4,830
| – | – | 0.13% | 52 |
|
|
2017
Q1 | $197K | Hold |
4,830
| – | – | 0.12% | 52 |
|
|
2016
Q4 | $184K | Buy |
+4,830
| New | +$184K | 0.13% | 54 |
|
|
2016
Q3 | – | Sell |
-4,830
| Closed | -$167K | – | 140 |
|
|
2016
Q2 | $167K | Buy |
+4,830
| New | +$167K | 0.11% | 49 |
|