Johnson Financial Group LLC (Colorado)’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 |
-12,058
| Closed | -$368K | – | 86 |
|
|
2017
Q4 | $368K | Buy |
12,058
+2,556
| +27% | +$78K | 0.28% | 38 |
|
|
2017
Q3 | $285K | Buy |
9,502
+2,434
| +34% | +$73K | 0.24% | 47 |
|
|
2017
Q2 | $214K | Buy |
7,068
+45
| +0.6% | +$1.36K | 0.18% | 59 |
|
|
2017
Q1 | $208K | Buy |
7,023
+492
| +8% | +$14.6K | 0.24% | 59 |
|
|
2016
Q4 | $203K | Buy |
+6,531
| New | +$203K | 0.16% | 89 |
|