IWP
WPZ

Icon Wealth Partners’s Williams Partners L.P. WPZ Stock Holding History

Icon Wealth Partners’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-49,103
Closed -$1.99M – 832
2018
Q2 		$1.99M Buy
49,103
+1,332
+3% +$54.1K 0.84% 20
2018
Q1 		$1.65M Buy
47,771
+5,060
+12% +$174K 0.88% 26
2017
Q4 		$1.66M Buy
+42,711
New +$1.66M 0.82% 19