Thomas J. Herzfeld Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-162
| Closed | -$5.46K | – | 348 |
|
|
2023
Q3 | $5.46K | Hold |
162
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $5.29K | Hold |
162
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $4.84K | Hold |
162
| – | – | ﹤0.01% | 232 |
|
|
2022
Q4 | $5.33K | Buy |
162
+28
| +21% | +$921 | ﹤0.01% | 223 |
|
|
2022
Q3 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 234 |
|