HL Financial Services’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 |
-10,842
| Closed | -$331K | – | 721 |
|
|
2017
Q4 | $331K | Sell |
10,842
-1,190
| -10% | -$36.3K | 0.01% | 490 |
|
|
2017
Q3 | $361K | Sell |
12,032
-1,460
| -11% | -$43.8K | 0.01% | 546 |
|
|
2017
Q2 | $409K | Sell |
13,492
-491
| -4% | -$14.9K | 0.01% | 511 |
|
|
2017
Q1 | $414K | Buy |
13,983
+1,350
| +11% | +$40K | 0.01% | 497 |
|
|
2016
Q4 | $393K | Sell |
12,633
-1,565
| -11% | -$48.7K | 0.01% | 507 |
|
|
2016
Q3 | $436K | Sell |
14,198
-715
| -5% | -$22K | 0.01% | 455 |
|
|
2016
Q2 | $323K | Sell |
14,913
-1,043
| -7% | -$22.6K | 0.01% | 521 |
|
|
2016
Q1 | $256K | Sell |
15,956
-364
| -2% | -$5.84K | 0.01% | 560 |
|
|
2015
Q4 | $419K | Sell |
16,320
-8,996
| -36% | -$231K | 0.01% | 481 |
|
|
2015
Q3 | $933K | Sell |
25,316
-1,372
| -5% | -$50.6K | 0.03% | 291 |
|
|
2015
Q2 | $1.53M | Buy |
26,688
+12,958
| +94% | +$744K | 0.04% | 225 |
|
|
2015
Q1 | $695K | Buy |
13,730
+1,601
| +13% | +$81K | 0.02% | 381 |
|
|
2014
Q4 | $545K | Buy |
12,129
+6,581
| +119% | +$296K | 0.01% | 411 |
|
|
2014
Q3 | $307K | Buy |
5,548
+1,446
| +35% | +$80K | 0.01% | 543 |
|
|
2014
Q2 | $239K | Buy |
+4,102
| New | +$239K | 0.01% | 616 |
|