Wealthspire Advisors (Maryland)’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 |
-1,994
| Closed | -$81K | – | 2631 |
|
|
2018
Q2 | $81K | Sell |
1,994
-485
| -20% | -$19.7K | 0.01% | 791 |
|
|
2018
Q1 | $85K | Buy |
2,479
+530
| +27% | +$18.2K | 0.01% | 774 |
|
|
2017
Q4 | $76K | Buy |
1,949
+114
| +6% | +$4.45K | 0.01% | 828 |
|
|
2017
Q3 | $71K | Buy |
1,835
+420
| +30% | +$16.3K | 0.01% | 843 |
|
|
2017
Q2 | $57K | Buy |
1,415
+420
| +42% | +$16.9K | 0.01% | 903 |
|
|
2017
Q1 | $41K | Buy |
995
+849
| +582% | +$35K | 0.01% | 854 |
|
|
2016
Q4 | $6K | Buy |
146
+54
| +59% | +$2.22K | ﹤0.01% | 1367 |
|
|
2016
Q3 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 1522 |
|