FDx 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 |
-15,255
| Closed | -$619K | – | 968 |
|
2018
Q2 | $619K | Buy |
15,255
+1,818
| +14% | +$73.8K | 0.02% | 480 |
|
2018
Q1 | $463K | Sell |
13,437
-2,346
| -15% | -$80.8K | 0.01% | 805 |
|
2017
Q4 | $612K | Sell |
15,783
-1,377
| -8% | -$53.4K | 0.02% | 715 |
|
2017
Q3 | $668K | Buy |
17,160
+1,427
| +9% | +$55.6K | 0.02% | 675 |
|
2017
Q2 | $631K | Buy |
15,733
+3,235
| +26% | +$130K | 0.02% | 687 |
|
2017
Q1 | $510K | Buy |
12,498
+4,061
| +48% | +$166K | 0.02% | 775 |
|
2016
Q4 | $321K | Buy |
+8,437
| New | +$321K | 0.01% | 928 |
|