Intellectus Partners’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-850
Closed -$26K 635
2017
Q3
$26K Sell
850
-1,100
-56% -$33.6K 0.01% 498
2017
Q2
$59K Hold
1,950
0.03% 346
2017
Q1
$58K Buy
1,950
+750
+63% +$22.3K 0.03% 309
2016
Q4
$37K Buy
+1,200
New +$37K 0.02% 369