Twin Focus 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
Q4 | – | Sell |
-5,635
| Closed | -$208K | – | 96 |
|
|
2015
Q3 | $208K | Hold |
5,635
| – | – | 0.27% | 70 |
|
|
2015
Q2 | $323K | Sell |
5,635
-975
| -15% | -$55.9K | 0.36% | 54 |
|
|
2015
Q1 | $334K | Buy |
6,610
+200
| +3% | +$10.1K | 0.26% | 55 |
|
|
2014
Q4 | $288K | Buy |
6,410
+775
| +14% | +$34.8K | 0.34% | 63 |
|
|
2014
Q3 | $312K | Buy |
+5,635
| New | +$312K | 0.31% | 60 |
|