AIS
Accurate Investment Solutions’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,315
| Closed | -$132K | – | 401 |
|
|
2020
Q1 | $132K | Buy |
9,315
+8,785
| +1,658% | +$124K | 0.11% | 120 |
|
|
2019
Q4 | $13K | Hold |
530
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $13K | Hold |
530
| – | – | 0.01% | 221 |
|
|
2019
Q2 | $15K | Hold |
530
| – | – | 0.01% | 196 |
|
|
2019
Q1 | $15K | Hold |
530
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $12K | Hold |
530
| – | – | 0.01% | 190 |
|
|
2018
Q3 | $14K | Hold |
530
| – | – | 0.01% | 208 |
|
|
2018
Q2 | $14K | Hold |
530
| – | – | 0.01% | 230 |
|
|
2018
Q1 | $13K | Hold |
530
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $16K | Hold |
530
| – | – | 0.01% | 219 |
|
|
2017
Q3 | $16K | Hold |
530
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $16K | Hold |
530
| – | – | 0.01% | 199 |
|
|
2017
Q1 | $16K | Hold |
530
| – | – | 0.01% | 183 |
|
|
2016
Q4 | $17K | Sell |
530
-241
| -31% | -$7.73K | 0.02% | 187 |
|
|
2016
Q3 | $24K | Buy |
771
+2
| +0.3% | +$62 | 0.02% | 158 |
|
|
2016
Q2 | $17K | Hold |
769
| – | – | 0.02% | 170 |
|
|
2016
Q1 | $12K | Buy |
769
+10
| +1% | +$156 | 0.01% | 267 |
|
|
2015
Q4 | $20K | Buy |
+759
| New | +$20K | 0.02% | 168 |
|