Investment House LLC’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 |
-6,805
| Closed | -$207K | – | 198 |
|
|
2017
Q4 | $207K | Hold |
6,805
| – | – | 0.03% | 189 |
|
|
2017
Q3 | $204K | Hold |
6,805
| – | – | 0.03% | 180 |
|
|
2017
Q2 | $206K | Buy |
+6,805
| New | +$206K | 0.03% | 186 |
|
|
2016
Q3 | – | Sell |
-17,840
| Closed | -$386K | – | 188 |
|
|
2016
Q2 | $386K | Buy |
+17,840
| New | +$386K | 0.06% | 151 |
|
|
2015
Q4 | – | Sell |
-9,614
| Closed | -$354K | – | 176 |
|
|
2015
Q3 | $354K | Buy |
+9,614
| New | +$354K | 0.06% | 135 |
|