Edge Wealth Management’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-905
| Closed | -$25K | – | 513 |
|
|
2015
Q4 | $25K | Sell |
905
-4,675
| -84% | -$129K | 0.01% | 228 |
|
|
2015
Q3 | $169K | Buy |
+5,580
| New | +$169K | 0.06% | 108 |
|
|
2015
Q2 | – | Sell |
-124,964
| Closed | -$6.18M | – | 476 |
|
|
2015
Q1 | $6.18M | Buy |
+124,964
| New | +$6.18M | 2.08% | 17 |
|