Investors Capital Advisory Services’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 |
-14,085
| Closed | -$226K | – | 739 |
|
|
2016
Q1 | $226K | Buy |
14,085
+5,799
| +70% | +$93K | 0.04% | 526 |
|
|
2015
Q4 | $211K | Sell |
8,286
-2,460
| -23% | -$62.6K | 0.04% | 563 |
|
|
2015
Q3 | $395K | Buy |
10,746
+1,905
| +22% | +$70K | 0.08% | 358 |
|
|
2015
Q2 | $506K | Sell |
8,841
-14,136
| -62% | -$809K | 0.09% | 307 |
|
|
2015
Q1 | $1.16M | Buy |
22,977
+2,060
| +10% | +$104K | 0.22% | 125 |
|
|
2014
Q4 | $939K | Sell |
20,917
-1,137
| -5% | -$51K | 0.18% | 162 |
|
|
2014
Q3 | $1.22M | Sell |
22,054
-10,170
| -32% | -$562K | 0.24% | 110 |
|
|
2014
Q2 | $1.87M | Buy |
32,224
+10,234
| +47% | +$595K | 0.3% | 82 |
|
|
2014
Q1 | $890K | Buy |
21,990
+8,864
| +68% | +$359K | 0.19% | 152 |
|
|
2013
Q4 | $504K | Buy |
13,126
+569
| +5% | +$21.8K | 0.12% | 252 |
|
|
2013
Q3 | $456K | Buy |
12,557
+407
| +3% | +$14.8K | 0.12% | 261 |
|
|
2013
Q2 | $393K | Buy |
+12,150
| New | +$393K | 0.12% | 248 |
|