Ergoteles’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44,273
| Closed | -$1.46M | – | 1794 |
|
|
2022
Q4 | $1.46M | Sell |
44,273
-18,812
| -30% | -$619K | 0.05% | 357 |
|
|
2022
Q3 | $1.81M | Buy |
+63,085
| New | +$1.81M | 0.06% | 303 |
|
|
2022
Q2 | – | Sell |
-23,145
| Closed | -$773K | – | 2043 |
|
|
2022
Q1 | $773K | Buy |
23,145
+5,760
| +33% | +$192K | 0.03% | 516 |
|
|
2021
Q4 | $453K | Buy |
+17,385
| New | +$453K | 0.02% | 682 |
|
|
2021
Q1 | – | Sell |
-48,669
| Closed | -$976K | – | 1086 |
|
|
2020
Q4 | $976K | Buy |
+48,669
| New | +$976K | 0.03% | 338 |
|