NewEdge Advisors’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,406
| Closed | -$377 | – | 699 |
|
|
2018
Q2 | $377 | Buy |
9,406
+2,978
| +46% | +$119 | 0.03% | 360 |
|
|
2018
Q1 | $219K | Buy |
6,428
+528
| +9% | +$18K | 0.03% | 445 |
|
|
2017
Q4 | $244K | Sell |
5,900
-1,300
| -18% | -$53.8K | 0.03% | 356 |
|
|
2017
Q3 | $284K | Hold |
7,200
| – | – | 0.04% | 291 |
|
|
2017
Q2 | $288K | Buy |
+7,200
| New | +$288K | 0.05% | 264 |
|