Alera Investment Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-623
Closed -$18K 1016
2019
Q1
$18K Buy
623
+94
+18% +$2.72K 0.01% 323
2018
Q4
$12K Buy
+529
New +$12K 0.01% 394