KMS Financial Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$522K Sell
9,430
-123
-1% -$6.81K 0.07% 252
2014
Q2
$557K Sell
9,553
-564
-6% -$32.9K 0.08% 243
2014
Q1
$411K Buy
+10,117
New +$411K 0.07% 298