IAA
WPZ

Independent Advisor Alliance’s Williams Partners L.P. WPZ Stock Holding History

Independent Advisor Alliance’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
-8,107
Closed -$329K – 409
2018
Q2 		$329K Buy
8,107
+202
+3% +$8.2K 0.07% 228
2018
Q1 		$270K Buy
7,905
+2
+0% +$68 0.06% 262
2017
Q4 		$326K Buy
+7,903
New +$326K 0.07% 234