Taylor Hoffman Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-721
| Closed | -$14K | – | 369 |
|
|
2020
Q2 | $14K | Buy |
+721
| New | +$14K | 0.01% | 279 |
|
|
2020
Q1 | – | Sell |
-710
| Closed | -$17K | – | 391 |
|
|
2019
Q4 | $17K | Buy |
710
+6
| +0.9% | +$144 | 0.01% | 282 |
|
|
2019
Q3 | $17K | Hold |
704
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $20K | Buy |
704
+3
| +0.4% | +$85 | 0.02% | 251 |
|
|
2019
Q1 | $20K | Buy |
701
+6
| +0.9% | +$171 | 0.01% | 250 |
|
|
2018
Q4 | $15K | Hold |
695
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $19K | Buy |
695
+2
| +0.3% | +$55 | 0.02% | 242 |
|
|
2018
Q2 | $19K | Buy |
693
+3
| +0.4% | +$82 | 0.02% | 230 |
|
|
2018
Q1 | $17K | Buy |
690
+2
| +0.3% | +$49 | 0.02% | 244 |
|
|
2017
Q4 | $21K | Buy |
+688
| New | +$21K | 0.02% | 241 |
|