WealthTrust Fairport’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-300
| Closed | -$13K | – | 383 |
|
|
2014
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 317 |
|
|
2014
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 230 |
|
|
2014
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 209 |
|
|
2014
Q1 | $12K | Sell |
300
-300
| -50% | -$12K | ﹤0.01% | 213 |
|
|
2013
Q4 | $23K | Sell |
600
-400
| -40% | -$15.3K | ﹤0.01% | 167 |
|
|
2013
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 173 |
|
|
2013
Q2 | $32K | Buy |
+1,000
| New | +$32K | 0.01% | 176 |
|