JOYN Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,262
| Closed | -$28K | – | 1417 |
|
|
2018
Q4 | $28K | Buy |
1,262
+463
| +58% | +$10.3K | 0.01% | 537 |
|
|
2018
Q3 | $22K | Buy |
799
+389
| +95% | +$10.7K | ﹤0.01% | 654 |
|
|
2018
Q2 | $11K | Buy |
410
+386
| +1,608% | +$10.4K | ﹤0.01% | 887 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1237 |
|