Certified Advisory Corp’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-825
| Closed | -$20K | – | 745 |
|
|
2021
Q1 | $20K | Buy |
+825
| New | +$20K | 0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-128
| Closed | -$3K | – | 775 |
|
|
2018
Q4 | $3K | Hold |
128
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 701 |
|
|
2018
Q1 | – | Sell |
-37
| Closed | -$1K | – | 789 |
|
|
2017
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 679 |
|