Wealthcare Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-21
| Closed | – | – | 672 |
|
2021
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 765 |
|
2020
Q1 | – | Sell |
-103
| Closed | -$2K | – | 653 |
|
2019
Q4 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 586 |
|
2015
Q2 | – | Sell |
-306
| Closed | -$15K | – | 859 |
|
2015
Q1 | $15K | Buy |
+306
| New | +$15K | ﹤0.01% | 451 |
|
2013
Q3 | – | Sell |
-44
| Closed | -$1K | – | 129 |
|
2013
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 127 |
|