SRH Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-333
| Closed | -$7K | – | 313 |
|
2020
Q3 | $7K | Hold |
333
| – | – | 0.01% | 208 |
|
2020
Q2 | $6K | Sell |
333
-667
| -67% | -$12K | 0.01% | 203 |
|
2020
Q1 | $14K | Hold |
1,000
| – | – | 0.04% | 134 |
|
2019
Q4 | $24K | Hold |
1,000
| – | – | 0.08% | 114 |
|
2019
Q3 | $24K | Hold |
1,000
| – | – | 0.08% | 114 |
|
2019
Q2 | $28K | Hold |
1,000
| – | – | 0.1% | 107 |
|
2019
Q1 | $29K | Hold |
1,000
| – | – | 0.1% | 101 |
|
2018
Q4 | $22K | Hold |
1,000
| – | – | 0.08% | 114 |
|
2018
Q3 | $27K | Hold |
1,000
| – | – | 0.09% | 117 |
|
2018
Q2 | $27K | Hold |
1,000
| – | – | 0.1% | 114 |
|
2018
Q1 | $25K | Hold |
1,000
| – | – | 0.1% | 105 |
|
2017
Q4 | $30K | Hold |
1,000
| – | – | 0.12% | 89 |
|
2017
Q3 | $30K | Buy |
+1,000
| New | +$30K | 0.13% | 91 |
|