Plancorp LLC’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,149
| Closed | -$312K | – | 198 |
|
|
2019
Q4 | $312K | Buy |
13,149
+169
| +1% | +$4.01K | 0.1% | 144 |
|
|
2019
Q3 | $312K | Sell |
12,980
-13,282
| -51% | -$319K | 0.12% | 132 |
|
|
2019
Q2 | $745K | Buy |
26,262
+13,131
| +100% | +$373K | 0.3% | 66 |
|
|
2019
Q1 | $377K | Buy |
13,131
+447
| +4% | +$12.8K | 0.14% | 119 |
|
|
2018
Q4 | $280K | Sell |
12,684
-103
| -0.8% | -$2.27K | 0.13% | 121 |
|
|
2018
Q3 | $348K | Buy |
+12,787
| New | +$348K | 0.14% | 117 |
|