MYCIO Wealth Partners’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 |
-744
| Closed | -$23K | – | 674 |
|
|
2016
Q3 | $23K | Sell |
744
-276
| -27% | -$8.53K | ﹤0.01% | 453 |
|
|
2016
Q2 | $22K | Hold |
1,020
| – | – | ﹤0.01% | 447 |
|
|
2016
Q1 | $16K | Buy |
1,020
+276
| +37% | +$4.33K | ﹤0.01% | 460 |
|
|
2015
Q4 | $19K | Hold |
744
| – | – | ﹤0.01% | 439 |
|
|
2015
Q3 | $27K | Sell |
744
-182
| -20% | -$6.61K | 0.01% | 391 |
|
|
2015
Q2 | $53K | Hold |
926
| – | – | 0.01% | 286 |
|
|
2015
Q1 | $47K | Buy |
926
+82
| +10% | +$4.16K | 0.01% | 293 |
|
|
2014
Q4 | $38K | Hold |
844
| – | – | 0.01% | 305 |
|
|
2014
Q3 | $47K | Hold |
844
| – | – | 0.01% | 258 |
|
|
2014
Q2 | $49K | Hold |
844
| – | – | 0.01% | 268 |
|
|
2014
Q1 | $34K | Buy |
844
+100
| +13% | +$4.03K | 0.01% | 305 |
|
|
2013
Q4 | $29K | Sell |
744
-200
| -21% | -$7.8K | 0.01% | 318 |
|
|
2013
Q3 | $34K | Hold |
944
| – | – | 0.01% | 275 |
|
|
2013
Q2 | $31K | Buy |
+944
| New | +$31K | 0.01% | 285 |
|