Gideon Capital Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,105
| Closed | -$477K | – | 215 |
|
|
2019
Q4 | $477K | Buy |
+20,105
| New | +$477K | 0.16% | 177 |
|
|
2019
Q3 | – | Sell |
-59,735
| Closed | -$1.68M | – | 413 |
|
|
2019
Q2 | $1.68M | Buy |
+59,735
| New | +$1.68M | 0.58% | 49 |
|
|
2018
Q3 | – | Sell |
-9,997
| Closed | -$271K | – | 509 |
|
|
2018
Q2 | $271K | Sell |
9,997
-12,063
| -55% | -$327K | 0.14% | 281 |
|
|
2018
Q1 | $548K | Buy |
+22,060
| New | +$548K | 0.34% | 101 |
|
|
2017
Q2 | – | Sell |
-13,704
| Closed | -$406K | – | 418 |
|
|
2017
Q1 | $406K | Buy |
+13,704
| New | +$406K | 0.24% | 154 |
|