LGA
Lebenthal Global Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,453
| Closed | -$215K | – | 151 |
|
|
2022
Q1 | $215K | Sell |
6,453
-13,155
| -67% | -$438K | 0.09% | 137 |
|
|
2021
Q4 | $510K | Buy |
19,608
+3,658
| +23% | +$95.1K | 0.21% | 75 |
|
|
2021
Q3 | $413K | Buy |
15,950
+328
| +2% | +$8.49K | 0.26% | 69 |
|
|
2021
Q2 | $414K | Buy |
+15,622
| New | +$414K | 0.22% | 89 |
|
|
2021
Q1 | – | Sell |
-1,462
| Closed | -$29K | – | 549 |
|
|
2020
Q4 | $29K | Buy |
+1,462
| New | +$29K | 0.02% | 340 |
|