Strategic Wealth Management’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
-12,100
Closed -$694K 39
2015
Q2
$694K Sell
12,100
-900
-7% -$51.6K 0.8% 29
2015
Q1
$658K Hold
13,000
0.66% 30
2014
Q4
$584K Buy
+13,000
New +$584K 0.57% 42