JWM
Jacobus Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,950
| Closed | -$176K | – | 260 |
|
|
2016
Q1 | $176K | Buy |
10,950
+5,795
| +112% | +$93.1K | 0.05% | 207 |
|
|
2015
Q4 | $132K | Sell |
5,155
-179
| -3% | -$4.58K | 0.04% | 247 |
|
|
2015
Q3 | $197K | Hold |
5,334
| – | – | 0.06% | 204 |
|
|
2015
Q2 | $306K | Sell |
5,334
-8,643
| -62% | -$496K | 0.08% | 177 |
|
|
2015
Q1 | $707K | Buy |
13,977
+2,407
| +21% | +$122K | 0.18% | 94 |
|
|
2014
Q4 | $520K | Sell |
11,570
-951
| -8% | -$42.7K | 0.14% | 119 |
|
|
2014
Q3 | $693K | Buy |
12,521
+107
| +0.9% | +$5.92K | 0.19% | 100 |
|
|
2014
Q2 | $723K | Buy |
+12,414
| New | +$723K | 0.19% | 102 |
|