Krilogy Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-68
| Closed | -$2K | – | 698 |
|
|
2018
Q3 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 750 |
|
|
2017
Q4 | – | Sell |
-1,143
| Closed | -$34K | – | 847 |
|
|
2017
Q3 | $34K | Sell |
1,143
-111
| -9% | -$3.3K | 0.01% | 403 |
|
|
2017
Q2 | $38K | Buy |
1,254
+749
| +148% | +$22.7K | 0.01% | 356 |
|
|
2017
Q1 | $16K | Hold |
505
| – | – | 0.01% | 454 |
|
|
2016
Q4 | $16K | Hold |
505
| – | – | 0.01% | 454 |
|
|
2016
Q3 | $16K | Hold |
505
| – | – | 0.01% | 467 |
|
|
2016
Q2 | $11K | Hold |
505
| – | – | ﹤0.01% | 523 |
|
|
2016
Q1 | $8K | Buy |
+505
| New | +$8K | ﹤0.01% | 493 |
|