Whitener 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,510
| Closed | -$108K | – | 438 |
|
|
2019
Q3 | $108K | Sell |
4,510
-150
| -3% | -$3.59K | 0.06% | 158 |
|
|
2019
Q2 | $130K | Hold |
4,660
| – | – | 0.07% | 155 |
|
|
2019
Q1 | $133K | Sell |
4,660
-931
| -17% | -$26.6K | 0.09% | 139 |
|
|
2018
Q4 | $123K | Sell |
5,591
-510
| -8% | -$11.2K | 0.09% | 140 |
|
|
2018
Q3 | $165K | Buy |
+6,101
| New | +$165K | 0.11% | 136 |
|
|
2018
Q2 | – | Sell |
-6,527
| Closed | -$162K | – | 407 |
|
|
2018
Q1 | $162K | Sell |
6,527
-1,753
| -21% | -$43.5K | 0.12% | 132 |
|
|
2017
Q4 | $252K | Buy |
+8,280
| New | +$252K | 0.22% | 100 |
|