Integrated Wealth 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
Q4 | – | Sell |
-614
| Closed | -$19K | – | 1008 |
|
|
2016
Q3 | $19K | Hold |
614
| – | – | 0.01% | 619 |
|
|
2016
Q2 | $13K | Sell |
614
-311
| -34% | -$6.59K | 0.01% | 700 |
|
|
2016
Q1 | $15K | Hold |
925
| – | – | 0.01% | 617 |
|
|
2015
Q4 | $24K | Sell |
925
-1,768
| -66% | -$45.9K | 0.01% | 550 |
|
|
2015
Q3 | $99K | Sell |
2,693
-2,174
| -45% | -$79.9K | 0.04% | 269 |
|
|
2015
Q2 | $279K | Sell |
4,867
-242
| -5% | -$13.9K | 0.11% | 148 |
|
|
2015
Q1 | $258K | Buy |
+5,109
| New | +$258K | 0.11% | 149 |
|