JWA
WPZ
JFS Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,020
| Closed | -$335K | – | 683 |
|
|
2015
Q4 | $335K | Sell |
12,020
-9,473
| -44% | -$264K | 0.1% | 103 |
|
|
2015
Q3 | $686K | Hold |
21,493
| – | – | 0.3% | 57 |
|
|
2015
Q2 | $1.04M | Buy |
+21,493
| New | +$1.04M | 0.53% | 44 |
|
|
2015
Q1 | – | Sell |
-20,250
| Closed | -$1.1M | – | 566 |
|
|
2014
Q4 | $1.1M | Hold |
20,250
| – | – | 0.17% | 30 |
|
|
2014
Q3 | $1.29M | Sell |
20,250
-5,000
| -20% | -$318K | 0.23% | 27 |
|
|
2014
Q2 | $1.61M | Hold |
25,250
| – | – | 0.29% | 25 |
|
|
2014
Q1 | $1.45M | Hold |
25,250
| – | – | 0.81% | 28 |
|
|
2013
Q4 | $1.43M | Hold |
25,250
| – | – | 0.62% | 36 |
|
|
2013
Q3 | $1.22M | Hold |
25,250
| – | – | 0.57% | 38 |
|
|
2013
Q2 | $1.2M | Buy |
+25,250
| New | +$1.2M | 0.6% | 40 |
|