Wealthfront’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $909K | Buy |
33,445
+4,050
| +14% | +$110K | 0.01% | 272 |
|
|
2018
Q2 | $797K | Sell |
29,395
-3,946
| -12% | -$107K | 0.01% | 300 |
|
|
2018
Q1 | $829K | Buy |
33,341
+16,487
| +98% | +$410K | 0.01% | 289 |
|
|
2017
Q4 | $514K | Sell |
16,854
-17,667
| -51% | -$539K | 0.01% | 355 |
|
|
2017
Q3 | $1.04M | Sell |
34,521
-8,605
| -20% | -$258K | 0.01% | 192 |
|
|
2017
Q2 | $1.31M | Buy |
43,126
+21,778
| +102% | +$660K | 0.02% | 125 |
|
|
2017
Q1 | $632K | Buy |
21,348
+3,511
| +20% | +$104K | 0.01% | 188 |
|
|
2016
Q4 | $555K | Buy |
17,837
+1,045
| +6% | +$32.5K | 0.01% | 181 |
|
|
2016
Q3 | $516K | Buy |
16,792
+1,374
| +9% | +$42.2K | 0.01% | 177 |
|
|
2016
Q2 | $333K | Buy |
15,418
+4,653
| +43% | +$100K | 0.01% | 239 |
|
|
2016
Q1 | $173K | Buy |
+10,765
| New | +$173K | 0.01% | 328 |
|
|
2015
Q4 | – | Sell |
-5,266
| Closed | -$194K | – | 1075 |
|
|
2015
Q3 | $194K | Sell |
5,266
-819
| -13% | -$30.2K | 0.01% | 283 |
|
|
2015
Q2 | $349K | Buy |
6,085
+86
| +1% | +$4.93K | 0.01% | 166 |
|
|
2015
Q1 | $303K | Buy |
5,999
+2,627
| +78% | +$133K | 0.01% | 156 |
|
|
2014
Q4 | $152K | Sell |
3,372
-613
| -15% | -$27.6K | 0.01% | 274 |
|
|
2014
Q3 | $221K | Buy |
3,985
+1,107
| +38% | +$61.4K | 0.02% | 138 |
|
|
2014
Q2 | $167K | Buy |
2,878
+621
| +28% | +$36K | 0.01% | 128 |
|
|
2014
Q1 | $93K | Buy |
+2,257
| New | +$93K | 0.01% | 138 |
|