WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $90K | Buy |
2,242
+866
| +63% | +$34.8K | 0.02% | 551 |
|
|
2017
Q1 | $56K | Sell |
1,376
-390
| -22% | -$15.9K | 0.01% | 632 |
|
|
2016
Q4 | $67K | Hold |
1,766
| – | – | 0.02% | 650 |
|
|
2016
Q3 | $66K | Hold |
1,766
| – | – | 0.02% | 639 |
|
|
2016
Q2 | $61K | Hold |
1,766
| – | – | 0.02% | 639 |
|
|
2016
Q1 | $36K | Sell |
1,766
-70
| -4% | -$1.43K | 0.01% | 754 |
|
|
2015
Q4 | $51K | Sell |
1,836
-1,930
| -51% | -$53.6K | 0.02% | 657 |
|
|
2015
Q3 | $120K | Sell |
3,766
-10
| -0.3% | -$319 | 0.04% | 417 |
|
|
2015
Q2 | $183K | Sell |
3,776
-52
| -1% | -$2.52K | 0.05% | 366 |
|
|
2015
Q1 | $188K | Buy |
+3,828
| New | +$188K | 0.05% | 369 |
|
|
2014
Q4 | – | Sell |
-1,754
| Closed | -$105K | – | 2309 |
|
|
2014
Q3 | $105K | Buy |
1,754
+1
| +0.1% | +$60 | 0.02% | 649 |
|
|
2014
Q2 | $105K | Hold |
1,753
| – | – | 0.02% | 647 |
|
|
2014
Q1 | $95K | Sell |
1,753
-318
| -15% | -$17.2K | 0.02% | 654 |
|
|
2013
Q4 | $110K | Hold |
2,071
| – | – | 0.02% | 709 |
|
|
2013
Q3 | $94K | Buy |
2,071
+347
| +20% | +$15.8K | 0.01% | 720 |
|
|
2013
Q2 | $78K | Buy |
+1,724
| New | +$78K | 0.01% | 749 |
|