MCAI
Members Capital Advisors Inc’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,086
| Closed | -$1.32M | – | 61 |
|
|
2023
Q3 | $1.32M | Hold |
39,086
| – | – | 1.63% | 21 |
|
|
2023
Q2 | $1.28M | Sell |
39,086
-13,656
| -26% | -$446K | 1.31% | 33 |
|
|
2023
Q1 | $1.57M | Hold |
52,742
| – | – | 1.14% | 41 |
|
|
2022
Q4 | $1.74M | Hold |
52,742
| – | – | 1.25% | 36 |
|
|
2022
Q3 | $1.51M | Buy |
+52,742
| New | +$1.51M | 1.19% | 38 |
|