Brinker Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $955K | Buy |
50,211
+10,648
| +27% | +$203K | 0.03% | 509 |
|
|
2020
Q1 | $560K | Buy |
39,563
+23,875
| +152% | +$338K | 0.02% | 604 |
|
|
2019
Q4 | $372K | Buy |
15,688
+1,444
| +10% | +$34.2K | 0.01% | 797 |
|
|
2019
Q3 | $343K | Buy |
14,244
+2,527
| +22% | +$60.9K | 0.01% | 786 |
|
|
2019
Q2 | $329K | Sell |
11,717
-31,018
| -73% | -$871K | 0.01% | 796 |
|
|
2019
Q1 | $1.23M | Buy |
42,735
+31,751
| +289% | +$912K | 0.05% | 392 |
|
|
2018
Q4 | $242K | Sell |
10,984
-3,199
| -23% | -$70.5K | 0.01% | 790 |
|
|
2018
Q3 | $386K | Buy |
+14,183
| New | +$386K | 0.01% | 799 |
|