Seizert Capital Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,740
| Closed | -$444K | – | 208 |
|
|
2015
Q2 | $444K | Hold |
7,740
| – | – | 0.01% | 176 |
|
|
2015
Q1 | $392K | Hold |
7,740
| – | – | 0.01% | 172 |
|
|
2014
Q4 | $348K | Hold |
7,740
| – | – | 0.01% | 180 |
|
|
2014
Q3 | $428K | Hold |
7,740
| – | – | 0.01% | 163 |
|
|
2014
Q2 | $451K | Hold |
7,740
| – | – | 0.01% | 160 |
|
|
2014
Q1 | $314K | Sell |
7,740
-2,535
| -25% | -$103K | 0.01% | 173 |
|
|
2013
Q4 | $396K | Hold |
10,275
| – | – | 0.01% | 165 |
|
|
2013
Q3 | $374K | Buy |
+10,275
| New | +$374K | 0.01% | 162 |
|