FourPoints Investment Managers’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-17,200
| Closed | -$1M | – | 82 |
|
2014
Q2 | $1M | Buy |
17,200
+8,838
| +106% | +$514K | 0.09% | 78 |
|
2014
Q1 | $339K | Sell |
8,362
-25,500
| -75% | -$1.03M | 0.03% | 78 |
|
2013
Q4 | $1.31M | Sell |
33,862
-799,909
| -96% | -$30.9M | 0.12% | 76 |
|
2013
Q3 | $30.3M | Buy |
833,771
+73,532
| +10% | +$2.67M | 2.64% | 9 |
|
2013
Q2 | $24.7M | Buy |
+760,239
| New | +$24.7M | 2.47% | 15 |
|