Independence Trust’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
2014
Q3
$224K Sell
2014
Q2
$641K Buy
2014
Q1
$372K Sell
2013
Q4
$379K Hold
2013
Q3
$358K Sell
2013
Q2
$482K Buy