SFFS
Stonehage Fleming Financial Services’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$221K | – | 235 |
|
|
2018
Q4 | $221K | Hold |
10,000
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $272K | Hold |
10,000
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $271K | Hold |
10,000
| – | – | 0.01% | 155 |
|
|
2018
Q1 | $249K | Hold |
10,000
| – | – | 0.02% | 152 |
|
|
2017
Q4 | $305K | Hold |
10,000
| – | – | 0.02% | 153 |
|
|
2017
Q3 | $300K | Hold |
10,000
| – | – | 0.01% | 161 |
|
|
2017
Q2 | $303K | Hold |
10,000
| – | – | 0.02% | 159 |
|
|
2017
Q1 | $296K | Buy |
10,000
+7,000
| +233% | +$207K | 0.02% | 199 |
|
|
2016
Q4 | $93K | Hold |
3,000
| – | – | 0.01% | 239 |
|
|
2016
Q3 | $92K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2016
Q2 | $65K | Buy |
3,000
+940
| +46% | +$20.4K | ﹤0.01% | 239 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$170K | 0.01% | 218 |
|