Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,491
| Closed | -$138K | – | 495 |
|
|
2014
Q3 | $138K | Buy |
+2,491
| New | +$138K | 0.12% | 77 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 615 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 830 |
|
|
2013
Q3 | – | Sell |
-678
| Closed | -$22K | – | 440 |
|
|
2013
Q2 | $22K | Buy |
+678
| New | +$22K | 0.03% | 172 |
|