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Capital Planning Advisors’s Williams Companies WMB Stock Holding History

Capital Planning Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,120
Closed -$275K – 103
2014
Q4 		$275K Buy
+6,120
New +$275K 0.24% 74