Schubert & Co’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-268
| Closed | -$8K | – | 1524 |
|
|
2023
Q1 | $8K | Sell |
268
-152
| -36% | -$4.54K | 0.01% | 276 |
|
|
2022
Q4 | $13.8K | Buy |
420
+156
| +59% | +$5.13K | 0.01% | 164 |
|
|
2022
Q3 | $8K | Sell |
264
-79
| -23% | -$2.39K | 0.01% | 250 |
|
|
2022
Q2 | $11K | Buy |
343
+197
| +135% | +$6.32K | 0.01% | 176 |
|
|
2022
Q1 | $5K | Buy |
146
+36
| +33% | +$1.23K | 0.01% | 184 |
|
|
2021
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 276 |
|