Edmond de Rothschild (Suisse)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $22K | Hold |
700
| – | – | 0.01% | 381 |
|
|
2016
Q2 | $15K | Sell |
700
-350
| -33% | -$7.5K | 0.01% | 365 |
|
|
2016
Q1 | $17K | Hold |
1,050
| – | – | 0.01% | 322 |
|
|
2015
Q4 | $27K | Sell |
1,050
-6,300
| -86% | -$162K | 0.01% | 296 |
|
|
2015
Q3 | $271K | Sell |
7,350
-3,000
| -29% | -$111K | 0.09% | 129 |
|
|
2015
Q2 | $594K | Buy |
+10,350
| New | +$594K | 0.19% | 104 |
|