Hobart Private Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,372
| Closed | -$295K | – | 90 |
|
|
2021
Q3 | $295K | Sell |
11,372
-457
| -4% | -$11.9K | 0.12% | 82 |
|
|
2021
Q2 | $314K | Sell |
11,829
-191
| -2% | -$5.07K | 0.13% | 101 |
|
|
2021
Q1 | $285K | Sell |
12,020
-232
| -2% | -$5.5K | 0.12% | 111 |
|
|
2020
Q4 | $246K | Buy |
12,252
+977
| +9% | +$19.6K | 0.11% | 131 |
|
|
2020
Q3 | $222K | Buy |
+11,275
| New | +$222K | 0.11% | 132 |
|