Winifred I. Li’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $58K | Hold |
1,300
| – | – | 0.05% | 262 |
|
|
2014
Q3 | $72K | Hold |
1,300
| – | – | 0.07% | 229 |
|
|
2014
Q2 | $76K | Sell |
1,300
-1,300
| -50% | -$76K | 0.06% | 241 |
|
|
2014
Q1 | $106K | Hold |
2,600
| – | – | 0.09% | 183 |
|
|
2013
Q4 | $100K | Hold |
2,600
| – | – | 0.09% | 187 |
|
|
2013
Q3 | $95K | Buy |
+2,600
| New | +$95K | 0.09% | 191 |
|