Ellevest Inc’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-286
| Closed | -$8K | – | 1984 |
|
|
2022
Q3 | $8K | Hold |
286
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q2 | $9K | Hold |
286
| – | – | ﹤0.01% | 921 |
|
|
2022
Q1 | $10K | Sell |
286
-129
| -31% | -$4.51K | ﹤0.01% | 898 |
|
|
2021
Q4 | $11K | Sell |
415
-45
| -10% | -$1.19K | ﹤0.01% | 845 |
|
|
2021
Q3 | $12K | Sell |
460
-44
| -9% | -$1.15K | ﹤0.01% | 796 |
|
|
2021
Q2 | $13K | Sell |
504
-41
| -8% | -$1.06K | ﹤0.01% | 720 |
|
|
2021
Q1 | $13K | Buy |
545
+61
| +13% | +$1.46K | ﹤0.01% | 746 |
|
|
2020
Q4 | $10K | Sell |
484
-2
| -0.4% | -$41 | ﹤0.01% | 746 |
|
|
2020
Q3 | $10K | Buy |
+486
| New | +$10K | ﹤0.01% | 665 |
|
|
2020
Q1 | – | Sell |
-392
| Closed | -$9K | – | 1336 |
|
|
2019
Q4 | $9K | Hold |
392
| – | – | ﹤0.01% | 546 |
|
|
2019
Q3 | $9K | Sell |
392
-805
| -67% | -$18.5K | ﹤0.01% | 232 |
|
|
2019
Q2 | $34K | Buy |
1,197
+805
| +205% | +$22.9K | 0.01% | 154 |
|
|
2019
Q1 | $11K | Hold |
392
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $9K | Buy |
+392
| New | +$9K | ﹤0.01% | 388 |
|