1776 Wealth’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,000
Closed -$95K 306
2020
Q2
$95K Sell
5,000
-6,400
-56% -$122K 0.07% 148
2020
Q1
$221K Buy
11,400
+5,000
+78% +$96.9K 0.09% 131
2019
Q4
$151K Buy
+6,400
New +$151K 0.13% 114