Congress Park Capital’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 |
-7,800
| Closed | -$224K | – | 97 |
|
|
2019
Q1 | $224K | Buy |
+7,800
| New | +$224K | 0.19% | 86 |
|
|
2018
Q4 | – | Sell |
-7,800
| Closed | -$212K | – | 102 |
|
|
2018
Q3 | $212K | Hold |
7,800
| – | – | 0.19% | 96 |
|
|
2018
Q2 | $211K | Buy |
+7,800
| New | +$211K | 0.2% | 93 |
|
|
2018
Q1 | – | Sell |
-7,800
| Closed | -$238K | – | 101 |
|
|
2017
Q4 | $238K | Buy |
+7,800
| New | +$238K | 0.24% | 87 |
|