Heritage Wealth Advisors’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 |
-43,048
| Closed | -$1.75M | – | 397 |
|
|
2018
Q2 | $1.75M | Sell |
43,048
-758
| -2% | -$30.7K | 0.65% | 32 |
|
|
2018
Q1 | $1.51M | Sell |
43,806
-68
| -0.2% | -$2.34K | 0.63% | 34 |
|
|
2017
Q4 | $1.7M | Sell |
43,874
-1,330
| -3% | -$51.7K | 0.73% | 27 |
|
|
2017
Q3 | $1.76M | Sell |
45,204
-277
| -0.6% | -$10.8K | 0.89% | 23 |
|
|
2017
Q2 | $1.82M | Buy |
45,481
+567
| +1% | +$22.7K | 0.94% | 21 |
|
|
2017
Q1 | $1.84M | Buy |
+44,914
| New | +$1.84M | 0.99% | 22 |
|
|
2015
Q3 | – | Sell |
-28,268
| Closed | -$1.37M | – | 89 |
|
|
2015
Q2 | $1.37M | Buy |
+28,268
| New | +$1.37M | 1.14% | 14 |
|