Ranch Capital Advisors’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 |
-775
| Closed | -$20K | – | 602 |
|
|
2021
Q3 | $20K | Buy |
775
+400
| +107% | +$10.3K | 0.01% | 378 |
|
|
2021
Q2 | $9K | Buy |
+375
| New | +$9K | 0.01% | 671 |
|
|
2021
Q1 | – | Sell |
-181
| Closed | -$3K | – | 916 |
|
|
2020
Q4 | $3K | Sell |
181
-150
| -45% | -$2.49K | ﹤0.01% | 787 |
|
|
2020
Q3 | $6K | Sell |
331
-161
| -33% | -$2.92K | ﹤0.01% | 703 |
|
|
2020
Q2 | $10K | Hold |
492
| – | – | 0.01% | 632 |
|
|
2020
Q1 | $6K | Hold |
492
| – | – | 0.01% | 697 |
|
|
2019
Q4 | $12K | Buy |
+492
| New | +$12K | 0.01% | 628 |
|