Stokes Capital 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
-13,784
Closed -$559K 91
2018
Q2
$559K Sell
13,784
-200
-1% -$8.11K 0.37% 70
2018
Q1
$481K Sell
13,984
-700
-5% -$24.1K 0.32% 75
2017
Q4
$569K Buy
+14,684
New +$569K 0.38% 72