Stanford Investment Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,565
| Closed | -$111K | – | 309 |
|
|
2016
Q4 | $111K | Hold |
3,565
| – | – | 0.05% | 83 |
|
|
2016
Q3 | $110K | Hold |
3,565
| – | – | 0.05% | 91 |
|
|
2016
Q2 | $77K | Hold |
3,565
| – | – | 0.04% | 109 |
|
|
2016
Q1 | $57K | Hold |
3,565
| – | – | 0.03% | 126 |
|
|
2015
Q4 | $92K | Hold |
3,565
| – | – | 0.05% | 90 |
|
|
2015
Q3 | $131K | Hold |
3,565
| – | – | 0.1% | 70 |
|
|
2015
Q2 | $205K | Hold |
3,565
| – | – | 0.15% | 49 |
|
|
2015
Q1 | $180K | Hold |
3,565
| – | – | 0.14% | 55 |
|
|
2014
Q4 | $160K | Buy |
+3,565
| New | +$160K | 0.13% | 61 |
|