Foster & Motley’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 |
-6,749
| Closed | -$211K | – | 363 |
|
|
2022
Q2 | $211K | Sell |
6,749
-433
| -6% | -$13.5K | 0.02% | 341 |
|
|
2022
Q1 | $240K | Sell |
7,182
-699
| -9% | -$23.4K | 0.02% | 334 |
|
|
2021
Q4 | $205K | Sell |
7,881
-983
| -11% | -$25.6K | 0.02% | 345 |
|
|
2021
Q3 | $230K | Sell |
8,864
-76
| -0.9% | -$1.97K | 0.02% | 313 |
|
|
2021
Q2 | $237K | Buy |
+8,940
| New | +$237K | 0.02% | 302 |
|