IWA
WPZ
IBEX Wealth 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 |
-56,622
| Closed | -$1.93M | – | 104 |
|
|
2018
Q2 | $1.93M | Hold |
56,622
| – | – | 0.77% | 59 |
|
|
2018
Q1 | $1.93M | Buy |
56,622
+25,093
| +80% | +$855K | 0.78% | 58 |
|
|
2017
Q4 | $1.3M | Sell |
31,529
-21,752
| -41% | -$898K | 0.58% | 54 |
|
|
2017
Q3 | $2.1M | Sell |
53,281
-502
| -0.9% | -$19.8K | 0.78% | 51 |
|
|
2017
Q2 | $2.15M | Buy |
+53,783
| New | +$2.15M | 0.85% | 49 |
|