IFAM
WPZ
Institutional & Family Asset Management’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 |
-28,862
| Closed | -$1.17M | – | 897 |
|
|
2018
Q2 | $1.17M | Buy |
28,862
+6,585
| +30% | +$267K | 0.24% | 81 |
|
|
2018
Q1 | $767K | Sell |
22,277
-18,963
| -46% | -$653K | 0.16% | 93 |
|
|
2017
Q4 | $1.6M | Sell |
41,240
-3,575
| -8% | -$139K | 0.31% | 70 |
|
|
2017
Q3 | $1.74M | Buy |
+44,815
| New | +$1.74M | 0.35% | 70 |
|