First Capital Advisors Group’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,442
| Closed | -$667K | – | 178 |
|
|
2018
Q2 | $667K | Sell |
16,442
-500
| -3% | -$20.3K | 0.44% | 48 |
|
|
2018
Q1 | $583K | Sell |
16,942
-844
| -5% | -$29K | 0.34% | 65 |
|
|
2017
Q4 | $690K | Buy |
17,786
+1,590
| +10% | +$61.7K | 0.44% | 56 |
|
|
2017
Q3 | $630K | Hold |
16,196
| – | – | 0.43% | 64 |
|
|
2017
Q2 | $650K | Sell |
16,196
-271
| -2% | -$10.9K | 0.45% | 71 |
|
|
2017
Q1 | $672K | Hold |
16,467
| – | – | 0.5% | 66 |
|
|
2016
Q4 | $626K | Buy |
+16,467
| New | +$626K | 0.58% | 48 |
|