Edge Wealth Management’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 |
-9,825
| Closed | -$442K | – | 485 |
|
|
2014
Q4 | $442K | Buy |
+9,825
| New | +$442K | 0.16% | 71 |
|
|
2014
Q2 | – | Sell |
-325
| Closed | -$13K | – | 426 |
|
|
2014
Q1 | $13K | Hold |
325
| – | – | 0.01% | 272 |
|
|
2013
Q4 | $13K | Hold |
325
| – | – | 0.01% | 253 |
|
|
2013
Q3 | $12K | Sell |
325
-160
| -33% | -$5.91K | 0.01% | 232 |
|
|
2013
Q2 | $16K | Buy |
+485
| New | +$16K | 0.01% | 200 |
|