Stratos Wealth Partners’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 |
-8,276
| Closed | -$336K | – | 3104 |
|
|
2018
Q2 | $336K | Buy |
8,276
+281
| +4% | +$11.4K | 0.02% | 696 |
|
|
2018
Q1 | $275K | Sell |
7,995
-414
| -5% | -$14.2K | 0.01% | 762 |
|
|
2017
Q4 | $326K | Sell |
8,409
-837
| -9% | -$32.4K | 0.01% | 676 |
|
|
2017
Q3 | $360K | Sell |
9,246
-21
| -0.2% | -$818 | 0.02% | 609 |
|
|
2017
Q2 | $372K | Sell |
9,267
-123
| -1% | -$4.94K | 0.02% | 559 |
|
|
2017
Q1 | $383K | Sell |
9,390
-402
| -4% | -$16.4K | 0.02% | 498 |
|
|
2016
Q4 | $372K | Buy |
9,792
+784
| +9% | +$29.8K | 0.02% | 461 |
|
|
2016
Q3 | $335K | Buy |
9,008
+268
| +3% | +$9.97K | 0.02% | 449 |
|
|
2016
Q2 | $303K | Sell |
8,740
-4,205
| -32% | -$146K | 0.02% | 446 |
|
|
2016
Q1 | $265K | Sell |
12,945
-4,395
| -25% | -$90K | 0.02% | 443 |
|
|
2015
Q4 | $483K | Sell |
17,340
-193
| -1% | -$5.38K | 0.04% | 312 |
|
|
2015
Q3 | $560K | Sell |
17,533
-1,718
| -9% | -$54.9K | 0.07% | 231 |
|
|
2015
Q2 | $932K | Sell |
19,251
-816
| -4% | -$39.5K | 0.12% | 163 |
|
|
2015
Q1 | $983K | Buy |
+20,067
| New | +$983K | 0.12% | 173 |
|