Credential Securities’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-92
| Closed | -$2.76K | – | 276 |
|
2017
Q3 | $2.76K | Hold |
92
| – | – | ﹤0.01% | 250 |
|
2017
Q2 | $2.74K | Hold |
92
| – | – | ﹤0.01% | 245 |
|
2017
Q1 | $2.72K | Hold |
92
| – | – | ﹤0.01% | 243 |
|
2016
Q4 | $2.87K | Hold |
92
| – | – | ﹤0.01% | 245 |
|
2016
Q3 | $2.83K | Hold |
92
| – | – | ﹤0.01% | 230 |
|
2016
Q2 | $1.99K | Hold |
92
| – | – | ﹤0.01% | 219 |
|
2016
Q1 | $1.48K | Hold |
92
| – | – | ﹤0.01% | 213 |
|
2015
Q4 | $2.36K | Sell |
92
-5,941
| -98% | -$153K | ﹤0.01% | 201 |
|
2015
Q3 | $222K | Buy |
6,033
+228
| +4% | +$8.4K | 0.15% | 126 |
|
2015
Q2 | $333K | Buy |
5,805
+5,713
| +6,210% | +$328K | 0.21% | 114 |
|
2015
Q1 | $4.65K | Hold |
92
| – | – | ﹤0.01% | 192 |
|
2014
Q4 | $4.13K | Sell |
92
-15,862
| -99% | -$712K | ﹤0.01% | 192 |
|
2014
Q3 | $893K | Buy |
15,954
+1,055
| +7% | +$59.1K | 0.6% | 41 |
|
2014
Q2 | $867K | Buy |
14,899
+948
| +7% | +$55.2K | 0.57% | 44 |
|
2014
Q1 | $566K | Buy |
+13,951
| New | +$566K | 0.42% | 67 |
|