Leelyn Smith’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-720
| Closed | -$23.7K | – | 441 |
|
|
2022
Q4 | $23.7K | Sell |
720
-1,840
| -72% | -$60.5K | 0.01% | 238 |
|
|
2022
Q3 | $73K | Sell |
2,560
-4,760
| -65% | -$136K | 0.03% | 129 |
|
|
2022
Q2 | $228K | Buy |
7,320
+3,660
| +100% | +$114K | 0.06% | 114 |
|
|
2022
Q1 | $122K | Hold |
3,660
| – | – | 0.03% | 141 |
|
|
2021
Q4 | $95K | Hold |
3,660
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $95K | Buy |
+3,660
| New | +$95K | 0.03% | 164 |
|