Zeke Capital Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230K | Buy |
+6,977
| New | +$230K | 0.02% | 413 |
|
|
2022
Q3 | – | Sell |
-6,927
| Closed | -$216K | – | 501 |
|
|
2022
Q2 | $216K | Buy |
6,927
+39
| +0.6% | +$1.22K | 0.01% | 427 |
|
|
2022
Q1 | $230K | Buy |
+6,888
| New | +$230K | 0.01% | 447 |
|
|
2020
Q1 | – | Sell |
-9,151
| Closed | -$217K | – | 513 |
|
|
2019
Q4 | $217K | Sell |
9,151
-9,081
| -50% | -$215K | 0.02% | 516 |
|
|
2019
Q3 | $439K | Sell |
18,232
-11,047
| -38% | -$266K | 0.04% | 387 |
|
|
2019
Q2 | $821K | Sell |
29,279
-56
| -0.2% | -$1.57K | 0.08% | 232 |
|
|
2019
Q1 | $843K | Buy |
29,335
+10,920
| +59% | +$314K | 0.08% | 219 |
|
|
2018
Q4 | $406K | Buy |
+18,415
| New | +$406K | 0.04% | 378 |
|
|
2017
Q4 | – | Sell |
-10,586
| Closed | -$318K | – | 618 |
|
|
2017
Q3 | $318K | Buy |
+10,586
| New | +$318K | 0.04% | 318 |
|