WealthPLAN Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$881 | – | 1178 |
|
|
2023
Q2 | $881 | Hold |
27
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q1 | $806 | Buy |
+27
| New | +$806 | ﹤0.01% | 1223 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$2.97K | – | 428 |
|
|
2017
Q1 | $2.97K | Buy |
+100
| New | +$2.97K | 0.01% | 389 |
|
|
2016
Q3 | $33.2K | Sell |
1,100
-100
| -8% | -$3.02K | 0.01% | 397 |
|
|
2016
Q2 | $23.8K | Buy |
+1,200
| New | +$23.8K | ﹤0.01% | 1311 |
|
|
2015
Q4 | $25.8K | Buy |
+3,000
| New | +$25.8K | ﹤0.01% | 824 |
|