Willingdon Wealth 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 |
-167
| Closed | -$4K | – | 545 |
|
|
2019
Q3 | $4K | Buy |
+167
| New | +$4K | ﹤0.01% | 295 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$1K | – | 416 |
|
|
2018
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 401 |
|
|
2018
Q1 | – | Sell |
-317
| Closed | -$10K | – | 397 |
|
|
2017
Q4 | $10K | Buy |
+317
| New | +$10K | ﹤0.01% | 247 |
|