Guardian Investor Services’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 | $235K | Hold |
4,654
| – | – | 0.19% | 133 |
|
2014
Q4 | $209K | Sell |
4,654
-117
| -2% | -$5.25K | 0.17% | 150 |
|
2014
Q3 | $264K | Sell |
4,771
-320
| -6% | -$17.7K | 0.21% | 118 |
|
2014
Q2 | $296K | Sell |
5,091
-179
| -3% | -$10.4K | 0.23% | 111 |
|
2014
Q1 | $214K | Sell |
5,270
-200
| -4% | -$8.12K | 0.17% | 154 |
|
2013
Q4 | $211K | Hold |
5,470
| – | – | 0.16% | 151 |
|
2013
Q3 | $199K | Sell |
5,470
-67
| -1% | -$2.44K | 0.17% | 143 |
|
2013
Q2 | $180K | Buy |
+5,537
| New | +$180K | 0.15% | 153 |
|