Baltimore-Washington Financial Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$180K | – | 329 |
|
|
2014
Q4 | $180K | Hold |
4,000
| – | – | 0.05% | 104 |
|
|
2014
Q3 | $221K | Sell |
4,000
-6,000
| -60% | -$332K | 0.07% | 95 |
|
|
2014
Q2 | $582K | Buy |
10,000
+6,000
| +150% | +$349K | 0.18% | 82 |
|
|
2014
Q1 | $162K | Sell |
4,000
-6,000
| -60% | -$243K | 0.06% | 98 |
|
|
2013
Q4 | $386K | Buy |
+10,000
| New | +$386K | 0.13% | 88 |
|