WealthTrust-Arizona’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-500
| Closed | -$25K | – | 659 |
|
|
2015
Q1 | $25K | Hold |
500
| – | – | 0.02% | 241 |
|
|
2014
Q4 | $22K | Hold |
500
| – | – | 0.02% | 263 |
|
|
2014
Q3 | $28K | Hold |
500
| – | – | 0.03% | 227 |
|
|
2014
Q2 | $29K | Sell |
500
-500
| -50% | -$29K | 0.03% | 236 |
|
|
2014
Q1 | $41K | Buy |
1,000
+500
| +100% | +$20.5K | 0.05% | 184 |
|
|
2013
Q4 | $19K | Hold |
500
| – | – | 0.02% | 285 |
|
|
2013
Q3 | $18K | Buy |
+500
| New | +$18K | 0.02% | 260 |
|