TWMP
WPZ
Taylor Wealth Management Partners’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-200
| Closed | -$8K | – | 165 |
|
|
2017
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 138 |
|
|
2016
Q4 | $8K | Sell |
200
-225
| -53% | -$9K | ﹤0.01% | 141 |
|
|
2016
Q3 | $16K | Hold |
425
| – | – | 0.01% | 114 |
|
|
2016
Q2 | $15K | Hold |
425
| – | – | 0.01% | 110 |
|
|
2016
Q1 | $9K | Sell |
425
-5,550
| -93% | -$118K | ﹤0.01% | 122 |
|
|
2015
Q4 | $166K | Buy |
5,975
+1,908
| +47% | +$53K | 0.07% | 51 |
|
|
2015
Q3 | $130K | Buy |
4,067
+3,625
| +820% | +$116K | 0.06% | 50 |
|
|
2015
Q2 | $21K | Hold |
442
| – | – | 0.01% | 127 |
|
|
2015
Q1 | $22K | Buy |
+442
| New | +$22K | 0.01% | 113 |
|