VWM
WPZ

Valley Wealth Managers’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Valley Wealth Managers’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-850
Closed -$35K – 204
2017
Q1 		$35K Buy
+850
New +$35K ﹤0.01% 146
2016
Q4 		– Sell
-1,924
Closed -$72K – 274
2016
Q3 		$72K Buy
+1,924
New +$72K 0.01% 134