Squar Milner Financial Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,594
| Closed | -$22K | – | 753 |
|
|
2020
Q1 | $22K | Sell |
1,594
-247
| -13% | -$3.41K | 0.01% | 455 |
|
|
2019
Q4 | $43K | Buy |
+1,841
| New | +$43K | 0.02% | 425 |
|
|
2019
Q3 | – | Sell |
-4,827
| Closed | -$135K | – | 727 |
|
|
2019
Q2 | $135K | Buy |
4,827
+275
| +6% | +$7.69K | 0.09% | 223 |
|
|
2019
Q1 | $130K | Buy |
4,552
+371
| +9% | +$10.6K | 0.1% | 222 |
|
|
2018
Q4 | $92K | Sell |
4,181
-25
| -0.6% | -$550 | 0.09% | 231 |
|
|
2018
Q3 | $114K | Buy |
4,206
+2,541
| +153% | +$68.9K | 0.1% | 226 |
|
|
2018
Q2 | $45K | Buy |
+1,665
| New | +$45K | 0.04% | 345 |
|