Godshalk Welsh Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,950
| Closed | -$212K | – | 117 |
|
|
2017
Q4 | $212K | Sell |
6,950
-1,050
| -13% | -$32K | 0.21% | 116 |
|
|
2017
Q3 | $240K | Buy |
8,000
+550
| +7% | +$16.5K | 0.24% | 118 |
|
|
2017
Q2 | $226K | Hold |
7,450
| – | – | 0.22% | 121 |
|
|
2017
Q1 | $220K | Hold |
7,450
| – | – | 0.22% | 124 |
|
|
2016
Q4 | $232K | Sell |
7,450
-500
| -6% | -$15.6K | 0.24% | 120 |
|
|
2016
Q3 | $244K | Buy |
+7,950
| New | +$244K | 0.25% | 116 |
|
|
2016
Q1 | – | Sell |
-8,850
| Closed | -$227K | – | 141 |
|
|
2015
Q4 | $227K | Sell |
8,850
-300
| -3% | -$7.7K | 0.24% | 126 |
|
|
2015
Q3 | $337K | Sell |
9,150
-250
| -3% | -$9.21K | 0.37% | 98 |
|
|
2015
Q2 | $539K | Sell |
9,400
-750
| -7% | -$43K | 0.55% | 71 |
|
|
2015
Q1 | $513K | Hold |
10,150
| – | – | 0.52% | 75 |
|
|
2014
Q4 | $456K | Buy |
+10,150
| New | +$456K | 0.42% | 89 |
|