IFP Advisors’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5560 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5367 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5183 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4938 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4729 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4486 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4338 |
|
|
2018
Q3 | – | Sell |
-2,700
| Closed | -$110K | – | 4118 |
|
|
2018
Q2 | $110K | Buy |
2,700
+280
| +12% | +$11.4K | ﹤0.01% | 1413 |
|
|
2018
Q1 | $94K | Hold |
2,420
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q4 | $94K | Sell |
2,420
-7,931
| -77% | -$308K | ﹤0.01% | 1422 |
|
|
2017
Q3 | $403K | Sell |
10,351
-1,028
| -9% | -$40K | 0.02% | 776 |
|
|
2017
Q2 | $456K | Buy |
11,379
+181
| +2% | +$7.25K | 0.02% | 714 |
|
|
2017
Q1 | $457K | Sell |
11,198
-279
| -2% | -$11.4K | 0.02% | 726 |
|
|
2016
Q4 | $436K | Buy |
11,477
+640
| +6% | +$24.3K | 0.02% | 676 |
|
|
2016
Q3 | $403K | Sell |
10,837
-739
| -6% | -$27.5K | 0.02% | 647 |
|
|
2016
Q2 | $401K | Buy |
+11,576
| New | +$401K | 0.02% | 636 |
|
|
2016
Q1 | – | Sell |
-11,051
| Closed | -$308K | – | 4323 |
|
|
2015
Q4 | $308K | Buy |
+11,051
| New | +$308K | 0.02% | 652 |
|