Searle & Co’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,806
| Closed | -$224K | – | 136 |
|
|
2019
Q1 | $224K | Buy |
+7,806
| New | +$224K | 0.14% | 120 |
|
|
2018
Q4 | – | Sell |
-12,481
| Closed | -$339K | – | 133 |
|
|
2018
Q3 | $339K | Buy |
+12,481
| New | +$339K | 0.2% | 99 |
|
|
2015
Q4 | – | Sell |
-5,808
| Closed | -$214K | – | 114 |
|
|
2015
Q3 | $214K | Hold |
5,808
| – | – | 0.22% | 99 |
|
|
2015
Q2 | $333K | Hold |
5,808
| – | – | 0.28% | 91 |
|
|
2015
Q1 | $293K | Hold |
5,808
| – | – | 0.25% | 92 |
|
|
2014
Q4 | $261K | Buy |
+5,808
| New | +$261K | 0.22% | 96 |
|