IWM
WPZ

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

Integrated Wealth Management’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-461
Closed -$17K – 1245
2016
Q3 		$17K Buy
461
+1
+0.2% +$37 0.01% 653
2016
Q2 		$16K Buy
460
+2
+0.4% +$70 0.01% 653
2016
Q1 		$9K Buy
458
+2
+0.4% +$39 ﹤0.01% 734
2015
Q4 		$13K Buy
+456
New +$13K 0.01% 712