LifePlan Financial Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-58
| Closed | -$1K | – | 583 |
|
2019
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 538 |
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 515 |
|
2019
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 518 |
|
2018
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 533 |
|
2018
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 509 |
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 492 |
|
2018
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 507 |
|
2014
Q2 | – | Sell |
-450
| Closed | -$18K | – | 223 |
|
2014
Q1 | $18K | Buy |
+450
| New | +$18K | 0.01% | 157 |
|