Regal Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$111K | – | 1008 |
|
|
2014
Q3 | $111K | Hold |
2,000
| – | – | 0.03% | 292 |
|
|
2014
Q2 | $116K | Hold |
2,000
| – | – | 0.04% | 261 |
|
|
2014
Q1 | $81K | Hold |
2,000
| – | – | 0.03% | 289 |
|
|
2013
Q4 | $77K | Sell |
2,000
-84
| -4% | -$3.23K | 0.04% | 239 |
|
|
2013
Q3 | $76K | Hold |
2,084
| – | – | 0.04% | 262 |
|
|
2013
Q2 | $68K | Buy |
+2,084
| New | +$68K | 0.04% | 270 |
|