Partnervest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-589
| Closed | -$34K | – | 803 |
|
|
2014
Q2 | $34K | Sell |
589
-26
| -4% | -$1.5K | 0.02% | 431 |
|
|
2014
Q1 | $25K | Sell |
615
-6
| -1% | -$244 | 0.01% | 457 |
|
|
2013
Q4 | $24K | Buy |
621
+5
| +0.8% | +$193 | 0.01% | 441 |
|
|
2013
Q3 | $22K | Buy |
616
+4
| +0.7% | +$143 | 0.01% | 438 |
|
|
2013
Q2 | $20K | Buy |
+612
| New | +$20K | 0.01% | 417 |
|