National Penn Investors Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $241K | Hold |
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|
2015
Q4 | $386K | Hold |
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|
2015
Q3 | $553K | Sell |
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|
2015
Q2 | $886K | Buy |
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|
2015
Q1 | $779K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $498K | Sell |
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|
2014
Q1 | $637K | Sell |
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|
2013
Q4 | $634K | Sell |
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|
2013
Q3 | $653K | Hold |
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|
2013
Q2 | $583K | Buy |
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