Mondrian Investment Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,480
| Closed | -$64K | – | 132 |
|
|
2021
Q3 | $64K | Hold |
2,480
| – | – | ﹤0.01% | 115 |
|
|
2021
Q2 | $66K | Hold |
2,480
| – | – | ﹤0.01% | 118 |
|
|
2021
Q1 | $60K | Sell |
2,480
-240
| -9% | -$5.81K | ﹤0.01% | 115 |
|
|
2020
Q4 | $55K | Hold |
2,720
| – | – | ﹤0.01% | 105 |
|
|
2020
Q3 | $52K | Hold |
2,720
| – | – | ﹤0.01% | 99 |
|
|
2020
Q2 | $52K | Hold |
2,720
| – | – | ﹤0.01% | 93 |
|
|
2020
Q1 | $38K | Buy |
+2,720
| New | +$38K | ﹤0.01% | 94 |
|