SPIA
WPZ

Steward Partners Investment Advisory’s Williams Partners L.P. WPZ Stock Holding History

Steward Partners Investment Advisory’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-13,694
Closed -$556K – 2811
2018
Q2 		$556K Buy
13,694
+9,258
+209% +$376K 0.03% 441
2018
Q1 		$152K Buy
+4,436
New +$152K 0.01% 675