Lenox Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $0 | Sell |
13
-137
| -91% | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $4K | Buy |
150
+137
| +1,054% | +$3.65K | ﹤0.01% | 646 |
|
|
2021
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 801 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$30K | – | 949 |
|
|
2019
Q4 | $30K | Sell |
1,250
-390
| -24% | -$9.36K | ﹤0.01% | 259 |
|
|
2019
Q3 | $39K | Buy |
+1,640
| New | +$39K | 0.01% | 179 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$4K | – | 417 |
|
|
2015
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 265 |
|
|
2013
Q4 | – | Sell |
-475
| Closed | -$17K | – | 410 |
|
|
2013
Q3 | $17K | Buy |
+475
| New | +$17K | 0.02% | 72 |
|