Denver Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,460
| Closed | -$217K | – | 516 |
|
|
2015
Q4 | $217K | Buy |
8,460
+1,250
| +17% | +$32.1K | 0.01% | 434 |
|
|
2015
Q3 | $266K | Sell |
7,210
-1,000
| -12% | -$36.9K | 0.01% | 415 |
|
|
2015
Q2 | $471K | Hold |
8,210
| – | – | 0.02% | 378 |
|
|
2015
Q1 | $415K | Buy |
8,210
+1,045
| +15% | +$52.8K | 0.01% | 430 |
|
|
2014
Q4 | $322K | Buy |
7,165
+525
| +8% | +$23.6K | 0.01% | 448 |
|
|
2014
Q3 | $368K | Buy |
6,640
+2,900
| +78% | +$161K | 0.01% | 420 |
|
|
2014
Q2 | $218K | Buy |
+3,740
| New | +$218K | 0.01% | 530 |
|