Taylor Wealth Management Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,500
| Closed | -$97K | – | 164 |
|
|
2016
Q2 | $97K | Hold |
4,500
| – | – | 0.04% | 70 |
|
|
2016
Q1 | $72K | Hold |
4,500
| – | – | 0.03% | 73 |
|
|
2015
Q4 | $116K | Sell |
4,500
-830
| -16% | -$21.4K | 0.05% | 57 |
|
|
2015
Q3 | $196K | Buy |
5,330
+180
| +3% | +$6.62K | 0.09% | 45 |
|
|
2015
Q2 | $296K | Sell |
5,150
-168,440
| -97% | -$9.68M | 0.09% | 44 |
|
|
2015
Q1 | $8.78M | Buy |
+173,590
| New | +$8.78M | 2.75% | 15 |
|