Charter Oak Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$3K | – | 899 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 853 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 727 |
|
|
2021
Q1 | $2K | Sell |
100
-179
| -64% | -$3.58K | ﹤0.01% | 721 |
|
|
2020
Q4 | $6K | Buy |
+279
| New | +$6K | ﹤0.01% | 582 |
|