Sheets Smith Wealth Management’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,599
| Closed | -$276K | – | 287 |
|
|
2014
Q3 | $276K | Hold |
4,599
| – | – | 0.08% | 199 |
|
|
2014
Q2 | $275K | Sell |
4,599
-80
| -2% | -$4.78K | 0.07% | 207 |
|
|
2014
Q1 | $254K | Buy |
4,679
+759
| +19% | +$41.2K | 0.07% | 207 |
|
|
2013
Q4 | $209K | Sell |
3,920
-1,019
| -21% | -$54.3K | 0.06% | 240 |
|
|
2013
Q3 | $225K | Buy |
+4,939
| New | +$225K | 0.07% | 217 |
|