RWA
WPZ
Ropes Wealth Advisors’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 |
-1,114
| Closed | -$45K | – | 608 |
|
|
2018
Q2 | $45K | Hold |
1,114
| – | – | 0.01% | 362 |
|
|
2018
Q1 | $38K | Hold |
1,114
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $43K | Hold |
1,114
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $43K | Hold |
1,114
| – | – | 0.01% | 345 |
|
|
2017
Q2 | $45K | Hold |
1,114
| – | – | 0.01% | 344 |
|
|
2017
Q1 | $45K | Hold |
1,114
| – | – | 0.01% | 343 |
|
|
2016
Q4 | $42K | Hold |
1,114
| – | – | 0.01% | 335 |
|
|
2016
Q3 | $41K | Hold |
1,114
| – | – | 0.01% | 297 |
|
|
2016
Q2 | $39K | Hold |
1,114
| – | – | 0.01% | 286 |
|
|
2016
Q1 | $23K | Hold |
1,114
| – | – | 0.01% | 272 |
|
|
2015
Q4 | $31K | Hold |
1,114
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $36K | Hold |
1,114
| – | – | 0.02% | 284 |
|
|
2015
Q2 | $54K | Hold |
1,114
| – | – | 0.03% | 190 |
|
|
2015
Q1 | $55K | Buy |
+1,114
| New | +$55K | 0.03% | 187 |
|