Apriem Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-34
| Closed | -$1K | – | 552 |
|
|
2017
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 650 |
|
|
2016
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 684 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 629 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 469 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2014
Q3 | $6K | Sell |
100
-5,900
| -98% | -$354K | ﹤0.01% | 432 |
|
|
2014
Q2 | $349K | Sell |
6,000
-100
| -2% | -$5.82K | 0.13% | 89 |
|
|
2014
Q1 | $248K | Hold |
6,100
| – | – | 0.09% | 107 |
|
|
2013
Q4 | $235K | Hold |
6,100
| – | – | 0.09% | 102 |
|
|
2013
Q3 | $222K | Hold |
6,100
| – | – | 0.1% | 101 |
|
|
2013
Q2 | $198K | Buy |
+6,100
| New | +$198K | 0.1% | 101 |
|