Harvest Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-48,900
| Closed | -$786K | – | 77 |
|
2016
Q1 | $786K | Buy |
48,900
+8,600
| +21% | +$138K | 0.74% | 29 |
|
2015
Q4 | $1.04M | Sell |
40,300
-7,000
| -15% | -$180K | 1.04% | 28 |
|
2015
Q3 | $1.74M | Buy |
47,300
+37,300
| +373% | +$1.37M | 1.58% | 22 |
|
2015
Q2 | $574K | Buy |
+10,000
| New | +$574K | 0.41% | 33 |
|