VSR Financial Services’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 |
-8,845
| Closed | -$326K | – | 617 |
|
|
2015
Q3 | $326K | Sell |
8,845
-693
| -7% | -$25.5K | 0.04% | 398 |
|
|
2015
Q2 | $547K | Sell |
9,538
-270
| -3% | -$15.5K | 0.06% | 323 |
|
|
2015
Q1 | $496K | Hold |
9,808
| – | – | 0.05% | 348 |
|
|
2014
Q4 | $441K | Sell |
9,808
-560
| -5% | -$25.2K | 0.05% | 342 |
|
|
2014
Q3 | $574K | Buy |
10,368
+142
| +1% | +$7.86K | 0.07% | 298 |
|
|
2014
Q2 | $595K | Sell |
10,226
-549
| -5% | -$31.9K | 0.07% | 291 |
|
|
2014
Q1 | $437K | Sell |
10,775
-900
| -8% | -$36.5K | 0.06% | 354 |
|
|
2013
Q4 | $450K | Buy |
11,675
+103
| +0.9% | +$3.97K | 0.07% | 338 |
|
|
2013
Q3 | $421K | Buy |
11,572
+4,193
| +57% | +$153K | 0.07% | 316 |
|
|
2013
Q2 | $240K | Buy |
+7,379
| New | +$240K | 0.05% | 422 |
|