L.J. Altfest & Co’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 |
-22,954
| Closed | -$700K | – | 170 |
|
|
2017
Q4 | $700K | Sell |
22,954
-21,301
| -48% | -$650K | 0.27% | 83 |
|
|
2017
Q3 | $1.33M | Buy |
44,255
+19,027
| +75% | +$571K | 0.65% | 39 |
|
|
2017
Q2 | $764K | Buy |
25,228
+2,456
| +11% | +$74.4K | 0.46% | 65 |
|
|
2017
Q1 | $674K | Buy |
+22,772
| New | +$674K | 0.27% | 71 |
|