IFP Advisors’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,700
| Closed | -$110K | – | 4179 |
|
|
2018
Q2 | $110K | Buy |
2,700
+280
| +12% | +$10.7K | ﹤0.01% | 1424 |
|
|
2018
Q1 | $94K | Hold |
2,420
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q4 | $94K | Sell |
2,420
-7,931
| -77% | -$298K | ﹤0.01% | 1436 |
|
|
2017
Q3 | $403K | Sell |
10,351
-1,028
| -9% | -$40.6K | 0.02% | 778 |
|
|
2017
Q2 | $456K | Buy |
11,379
+181
| +2% | +$7.25K | 0.02% | 715 |
|
|
2017
Q1 | $457K | Sell |
11,198
-279
| -2% | -$11.2K | 0.02% | 727 |
|
|
2016
Q4 | $436K | Buy |
11,477
+640
| +6% | +$23K | 0.02% | 677 |
|
|
2016
Q3 | $403K | Sell |
10,837
-739
| -6% | -$27.2K | 0.02% | 649 |
|
|
2016
Q2 | $401K | Buy |
+11,576
| New | +$343K | 0.02% | 636 |
|
|
2016
Q1 | – | Sell |
-11,051
| Closed | -$308K | – | 4316 |
|
|
2015
Q4 | $308K | Buy |
+11,051
| New | +$332K | 0.02% | 654 |
|