OneDigital Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,052
| Closed | -$43K | – | 1349 |
|
|
2018
Q2 | $43K | Sell |
1,052
-433
| -29% | -$17.7K | 0.01% | 552 |
|
|
2018
Q1 | $51K | Hold |
1,485
| – | – | 0.01% | 511 |
|
|
2017
Q4 | $58K | Buy |
1,485
+433
| +41% | +$16.9K | 0.01% | 467 |
|
|
2017
Q3 | $41K | Sell |
1,052
-347
| -25% | -$13.5K | 0.02% | 440 |
|
|
2017
Q2 | $56K | Buy |
+1,399
| New | +$56K | 0.02% | 444 |
|