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Kaizen Advisory’s Williams Companies WMB Stock Holding History

Kaizen Advisory’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$71K Buy
3,218
+1,166
+57% +$25.7K 0.05% 270
2018
Q3 		$56K Hold
2,052
– – 0.03% 314
2018
Q2 		$56K Buy
2,052
+1,280
+166% +$34.9K 0.03% 314
2018
Q1 		$19K Hold
772
– – 0.02% 348
2017
Q4 		$24K Buy
+772
New +$24K 0.01% 295