Boston Financial Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,011
| Closed | -$236K | – | 241 |
|
|
2020
Q3 | $236K | Hold |
12,011
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $228K | Hold |
12,011
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $170K | Hold |
12,011
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $285K | Hold |
12,011
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $289K | Hold |
12,011
| – | – | 0.02% | 221 |
|
|
2019
Q2 | $337K | Hold |
12,011
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $345K | Hold |
12,011
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $265K | Hold |
12,011
| – | – | 0.02% | 230 |
|
|
2018
Q3 | $327K | Buy |
+12,011
| New | +$327K | 0.02% | 243 |
|