Gary Goldberg Planning Services’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 |
-100
| Closed | -$6K | – | 493 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2014
Q2 | $6K | Sell |
100
-1
| -1% | -$60 | ﹤0.01% | 373 |
|
|
2014
Q1 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 365 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 343 |
|