Simon Quick 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 |
-260
| Closed | -$10K | – | 359 |
|
|
2018
Q2 | $10K | Hold |
260
| – | – | ﹤0.01% | 268 |
|
|
2018
Q1 | $9K | Hold |
260
| – | – | ﹤0.01% | 244 |
|
|
2017
Q4 | $11K | Hold |
260
| – | – | ﹤0.01% | 336 |
|
|
2017
Q3 | $10K | Hold |
260
| – | – | ﹤0.01% | 430 |
|
|
2017
Q2 | $10K | Hold |
260
| – | – | 0.01% | 238 |
|
|
2017
Q1 | $11K | Buy |
+260
| New | +$11K | 0.01% | 256 |
|